Two West Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Two West Capital Advisors’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	$408K	Buy	624 +31	+5%	+$19.4K	0.22%	71
2025 Q4	$372K	Sell	593 -1	-0.2%	-$621	0.22%	67
2025 Q3	$370K	Hold	594	–	–	0.22%	65
2025 Q2	$348K	Buy	594 +59	+11%	+$31K	0.23%	63
2025 Q1	$262K	Buy	535 +1	+0.2%	+$541	0.22%	59
2024 Q4	$288K	Sell	534 -828	-61%	-$448K	0.25%	56
2024 Q3	$719K	Hold	1,362	–	–	0.58%	28
2024 Q2	$681K	Buy	+1,362	New	+$655K	0.65%	27

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

Two West Capital Advisors's VOO Position: Q1 2026 in Review

Two West Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.2% in Q1 2026, buying an estimated $19.4K and bringing the position to 624 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #71.

Two West Capital Advisors first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $719K in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Two West Capital Advisors held 624 shares of Vanguard S&P 500 ETF worth $408K as of Q1 2026.
Two West Capital Advisors bought 31 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $19.4K.
Vanguard S&P 500 ETF made up 0.22% of Two West Capital Advisors's portfolio in Q1 2026, its #71 holding.
Two West Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Two West Capital Advisors's Vanguard S&P 500 ETF position peaked at $719K in Q3 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Two West Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.