Leeward Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Leeward Financial Partners’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	$292K	Sell	426 -42	-9%	-$28K	0.08%	92
2026 Q1	$279K	Buy	468 +2	+0.4%	+$1.25K	0.08%	87
2025 Q4	$292K	Buy	466 +32	+7%	+$19.9K	0.08%	86
2025 Q3	$266K	Sell	434 -179	-29%	-$106K	0.08%	92
2025 Q2	$348K	Buy	613 +188	+44%	+$98.8K	0.11%	75
2025 Q1	$218K	Sell	425 -499	-54%	-$270K	0.08%	83
2024 Q4	$498K	Hold	924	–	–	0.18%	60
2024 Q3	$487K	Buy	+924	New	+$470K	0.18%	60
2024 Q2	–	Sell	-894	Closed	-$430K	–	95
2024 Q1	$430K	Hold	894	–	–	0.18%	63
2023 Q4	$390K	Sell	894 -4	-0.4%	-$1.64K	0.19%	63
2023 Q3	$353K	Buy	898 +194	+28%	+$79.3K	0.2%	62
2023 Q2	$287K	Sell	704 -198	-22%	-$76.4K	0.16%	72
2023 Q1	$339K	Buy	902 +136	+18%	+$49.9K	0.21%	62
2022 Q4	$269K	Buy	+766	New	+$271K	0.19%	61

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

Leeward Financial Partners's VOO Position: Q2 2026 in Review

Leeward Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 9% in Q2 2026, selling an estimated $28K and leaving 426 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #92.

Leeward Financial Partners first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $498K in Q4 2024. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Leeward Financial Partners held 426 shares of Vanguard S&P 500 ETF worth $292K as of Q2 2026.
Leeward Financial Partners sold 42 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $28K.
Vanguard S&P 500 ETF made up 0.08% of Leeward Financial Partners's portfolio in Q2 2026, its #92 holding.
Leeward Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Leeward Financial Partners's Vanguard S&P 500 ETF position peaked at $498K in Q4 2024.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.