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Leith Wheeler Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Leith Wheeler Investment Counsel’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
2025
Q4 		– Sell
-14,637
Closed -$8.96M – 94
2025
Q3 		$8.96M Hold
14,637
– – 0.61% 40
2025
Q2 		$8.31M Sell
14,637
-1,500
-9% -$788K 0.59% 42
2025
Q1 		$8.29M Sell
16,137
-550
-3% -$297K 0.58% 45
2024
Q4 		$8.99M Sell
16,687
-1,247
-7% -$675K 0.65% 40
2024
Q3 		$9.46M Hold
17,934
– – 0.66% 42
2024
Q2 		$8.97M Buy
17,934
+75
+0.4% +$36.1K 0.77% 38
2024
Q1 		$8.58M Hold
17,859
– – 0.83% 41
2023
Q4 		$7.8M Hold
17,859
– – 0.85% 42
2023
Q3 		$7.01M Sell
17,859
-2,935
-14% -$1.2M 0.93% 30
2023
Q2 		$8.47M Hold
20,794
– – 1.11% 21
2023
Q1 		$7.82M Hold
20,794
– – 1.15% 21
2022
Q4 		$7.31M Hold
20,794
– – 1.1% 22
2022
Q3 		$6.83M Hold
20,794
– – 1.14% 22
2022
Q2 		$9.29M Hold
20,794
– – 1.23% 18
2022
Q1 		$8.63M Buy
20,794
+5,169
+33% +$2.12M 1.29% 16
2021
Q4 		$6.82M Sell
15,625
-45
-0.3% -$19K 0.96% 25
2021
Q3 		$6.18M Buy
15,670
+45
+0.3% +$18.3K 0.92% 28
2021
Q2 		$6.15M Hold
15,625
– – 0.94% 26
2021
Q1 		$5.69M Hold
15,625
– – 0.94% 27
2020
Q4 		$6.84M Sell
15,625
-63,718
-80% -$20.8M 0.96% 27
2020
Q3 		$24.4M Buy
79,343
+12,348
+18% +$3.76M 5.1% 2
2020
Q2 		$19M Hold
66,995
– – 4.62% 2
2020
Q1 		$15.9M Hold
66,995
– – 4.81% 2
2019
Q4 		$19.8M Buy
+66,995
New +$19M 4.95% 2

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leith Wheeler Investment Counsel's VOO Position: Q4 2025 in Review

Leith Wheeler Investment Counsel sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 14,637 shares — an estimated $8.96M sold.

Leith Wheeler Investment Counsel first reported a position in VOO in Q4 2019 and held it in 24 quarters. The position peaked at $24.4M in Q3 2020. 3,832 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Leith Wheeler Investment Counsel reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 14,637 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $8.96M.
  • Leith Wheeler Investment Counsel first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 24 quarters.
  • Leith Wheeler Investment Counsel's Vanguard S&P 500 ETF position peaked at $24.4M in Q3 2020.
  • 3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Leith Wheeler Investment Counsel's 13F filing for Q4 2025, filed 12 Feb 2026.