First Wilshire Securities Management’s Vanguard S&P 500 ETF VOO Stock Holding History

First Wilshire Securities Management’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 Q1	$916K	Hold	1,533	–	–	0.21%	44
2025 Q4	$961K	Hold	1,533	–	–	0.24%	46
2025 Q3	$939K	Hold	1,533	–	–	0.25%	45
2025 Q2	$871K	Hold	1,533	–	–	0.24%	44
2025 Q1	$788K	Hold	1,533	–	–	0.23%	42
2024 Q4	$826K	Hold	1,533	–	–	0.22%	41
2024 Q3	$809K	Hold	1,533	–	–	0.23%	41
2024 Q2	$767K	Hold	1,533	–	–	0.23%	43
2024 Q1	$737K	Hold	1,533	–	–	0.22%	44
2023 Q4	$670K	Hold	1,533	–	–	0.22%	47
2023 Q3	$602K	Hold	1,533	–	–	0.21%	47
2023 Q2	$624K	Hold	1,533	–	–	0.21%	46
2023 Q1	$577K	Hold	1,533	–	–	0.2%	48
2022 Q4	$539K	Hold	1,533	–	–	0.19%	46
2022 Q3	$503K	Hold	1,533	–	–	0.2%	44
2022 Q2	$532K	Hold	1,533	–	–	0.2%	45
2022 Q1	$636K	Hold	1,533	–	–	0.22%	38
2021 Q4	$669K	Hold	1,533	–	–	0.21%	38
2021 Q3	$605K	Hold	1,533	–	–	0.2%	40
2021 Q2	$603K	Hold	1,533	–	–	0.21%	40
2021 Q1	$558K	Hold	1,533	–	–	0.21%	42
2020 Q4	$527K	Hold	1,533	–	–	0.21%	43
2020 Q3	$472K	Hold	1,533	–	–	0.23%	43
2020 Q2	$434K	Hold	1,533	–	–	0.2%	48
2020 Q1	$363K	Hold	1,533	–	–	0.2%	53
2019 Q4	$453K	Hold	1,533	–	–	0.17%	66
2019 Q3	$418K	Hold	1,533	–	–	0.16%	73
2019 Q2	$413K	Hold	1,533	–	–	0.16%	81
2019 Q1	$398K	Hold	1,533	–	–	0.14%	87
2018 Q4	$353K	Hold	1,533	–	–	0.13%	90
2018 Q3	$409K	Sell	1,533 -300	-16%	-$78.5K	0.12%	88
2018 Q2	$457K	Hold	1,833	–	–	0.14%	82
2018 Q1	$444K	Hold	1,833	–	–	0.12%	87
2017 Q4	$450K	Sell	1,833 -202	-10%	-$48.3K	0.12%	87
2017 Q3	$470K	Hold	2,035	–	–	0.13%	85
2017 Q2	$452K	Hold	2,035	–	–	0.13%	84
2017 Q1	$440K	Hold	2,035	–	–	0.13%	87
2016 Q4	$418K	Sell	2,035 -500	-20%	-$100K	0.12%	83
2016 Q3	$504K	Hold	2,535	–	–	0.15%	78
2016 Q2	$487K	Buy	2,535 +1,360	+116%	+$259K	0.16%	80
2016 Q1	$222K	Hold	1,175	–	–	0.07%	102
2015 Q4	$220K	Sell	1,175 -265	-18%	-$49.9K	0.06%	101
2015 Q3	$253K	Hold	1,440	–	–	0.07%	103
2015 Q2	$272K	Sell	1,440 -270	-16%	-$52K	0.06%	102
2015 Q1	$324K	Buy	1,710 +30	+2%	+$5.68K	0.07%	103
2014 Q4	$317K	Buy	+1,680	New	+$310K	0.06%	108

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

First Wilshire Securities Management's VOO Position: Q1 2026 in Review

First Wilshire Securities Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 1,533 shares worth $916K. The position accounts for 0.21% of the portfolio, ranked #44.

First Wilshire Securities Management first reported a position in VOO in Q4 2014 and has held it in 46 quarters since. The position peaked at $961K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

First Wilshire Securities Management held 1,533 shares of Vanguard S&P 500 ETF worth $916K as of Q1 2026.
First Wilshire Securities Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.21% of First Wilshire Securities Management's portfolio in Q1 2026, its #44 holding.
First Wilshire Securities Management first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
First Wilshire Securities Management's Vanguard S&P 500 ETF position peaked at $961K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.