W Advisors LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

W Advisors LLC’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	$302K	Sell	504 -24	-5%	-$15K	0.15%	108
2025 Q4	$331K	Sell	528 -83	-14%	-$51.6K	0.17%	104
2025 Q3	$374K	Buy	+611	New	+$360K	0.2%	95
2025 Q2	–	Sell	-1,476	Closed	-$758K	–	133
2025 Q1	$758K	Buy	1,476 +288	+24%	+$156K	0.47%	50
2024 Q4	$640K	Buy	1,188 +226	+23%	+$122K	0.4%	56
2024 Q3	$508K	Sell	962 -976	-50%	-$496K	0.31%	65
2024 Q2	$969K	Sell	1,938 -371	-16%	-$179K	0.64%	37
2024 Q1	$1.11M	Sell	2,309 -241	-9%	-$110K	0.76%	34
2023 Q4	$1.11M	Buy	2,550 +278	+12%	+$114K	0.83%	30
2023 Q3	$892K	Buy	2,272 +340	+18%	+$139K	0.73%	36
2023 Q2	$787K	Hold	1,932	–	–	0.62%	43
2023 Q1	$727K	Buy	+1,932	New	+$709K	0.6%	44

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

W Advisors LLC's VOO Position: Q1 2026 in Review

W Advisors LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q1 2026, selling an estimated $15K and leaving 504 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #108.

W Advisors LLC first reported a position in VOO in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q4 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

W Advisors LLC held 504 shares of Vanguard S&P 500 ETF worth $302K as of Q1 2026.
W Advisors LLC sold 24 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $15K.
Vanguard S&P 500 ETF made up 0.15% of W Advisors LLC's portfolio in Q1 2026, its #108 holding.
W Advisors LLC first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 12 quarters since.
W Advisors LLC's Vanguard S&P 500 ETF position peaked at $1.11M in Q4 2023.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.