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 Q2	$426K	Hold	624	–	–	0.21%	66
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

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

Two West Capital Advisors's VOO Position: Q2 2026 in Review

Two West Capital Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 624 shares worth $426K. The position accounts for 0.21% of the portfolio, ranked #66.

Two West Capital Advisors first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $719K in Q3 2024. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Two West Capital Advisors held 624 shares of Vanguard S&P 500 ETF worth $426K as of Q2 2026.
Two West Capital Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.21% of Two West Capital Advisors's portfolio in Q2 2026, its #66 holding.
Two West Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's Vanguard S&P 500 ETF position peaked at $719K in Q3 2024.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.