First Western Trust Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

First Western Trust Bank’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$151M	Sell	219,510 -6,059	-3%	-$4.04M	7.35%	2
2026 Q1	$135M	Sell	225,569 -10,473	-4%	-$6.55M	6.81%	2
2025 Q4	$148M	Sell	236,042 -10,275	-4%	-$6.39M	7.28%	2
2025 Q3	$151M	Sell	246,317 -18,334	-7%	-$10.8M	6.93%	2
2025 Q2	$150M	Sell	264,651 -11,808	-4%	-$6.21M	6.76%	2
2025 Q1	$142M	Buy	276,459 +2,377	+0.9%	+$1.28M	6.8%	2
2024 Q4	$148M	Sell	274,082 -33,955	-11%	-$18.4M	6.82%	2
2024 Q3	$163M	Sell	308,037 -29,280	-9%	-$14.9M	7.31%	2
2024 Q2	$169M	Buy	337,317 +29,855	+10%	+$14.4M	8.03%	2
2024 Q1	$148M	Buy	307,462 +6,561	+2%	+$3M	6.73%	2
2023 Q4	$131M	Buy	300,901 +12,093	+4%	+$4.95M	6.54%	2
2023 Q3	$113M	Sell	288,808 -10,433	-3%	-$4.27M	6.1%	2
2023 Q2	$122M	Sell	299,241 -8,009	-3%	-$3.09M	5.96%	2
2023 Q1	$116M	Sell	307,250 -18,635	-6%	-$6.83M	6.02%	2
2022 Q4	$114M	Buy	325,885 +30,169	+10%	+$10.7M	6.57%	2
2022 Q3	$97.1M	Buy	295,716 +6,585	+2%	+$2.41M	6.53%	2
2022 Q2	$101M	Sell	289,131 -6,656	-2%	-$2.51M	6.71%	2
2022 Q1	$125M	Buy	+295,787	New	+$121M	6.41%	2

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

First Western Trust Bank's VOO Position: Q2 2026 in Review

First Western Trust Bank reduced its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q2 2026, selling an estimated $4.04M and leaving 219,510 shares worth $151M. The position accounts for 7.35% of the portfolio, ranked #2.

First Western Trust Bank first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. The position peaked at $169M in Q2 2024. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

First Western Trust Bank held 219,510 shares of Vanguard S&P 500 ETF worth $151M as of Q2 2026.
First Western Trust Bank sold 6,059 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.04M.
Vanguard S&P 500 ETF made up 7.35% of First Western Trust Bank's portfolio in Q2 2026, its #2 holding.
First Western Trust Bank first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Vanguard S&P 500 ETF position peaked at $169M in Q2 2024.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.