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Watts Gwilliam & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Watts Gwilliam & Co’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
Q3 		$1.65M Hold
2,700
– – 0.27% 68
2025
Q2 		$1.64M Sell
2,700
-131
-5% -$68.8K 0.27% 68
2025
Q1 		$1.46M Buy
2,831
+33
+1% +$17.8K 0.32% 68
2024
Q4 		$1.51M Buy
2,798
+205
+8% +$111K 0.32% 65
2024
Q3 		$1.37M Buy
+2,593
New +$1.32M 0.3% 69
2024
Q1 		$2.56M Buy
+5,320
New +$2.43M 0.79% 28

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Watts Gwilliam & Co's VOO Position: Q3 2025 in Review

Watts Gwilliam & Co held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2025 at 2,700 shares worth $1.65M. The position accounts for 0.27% of the portfolio, ranked #68.

Watts Gwilliam & Co first reported a position in VOO in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q1 2024. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Watts Gwilliam & Co held 2,700 shares of Vanguard S&P 500 ETF worth $1.65M as of Q3 2025.
  • Watts Gwilliam & Co left its Vanguard S&P 500 ETF share count unchanged in Q3 2025.
  • Vanguard S&P 500 ETF made up 0.27% of Watts Gwilliam & Co's portfolio in Q3 2025, its #68 holding.
  • Watts Gwilliam & Co first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Vanguard S&P 500 ETF position peaked at $2.56M in Q1 2024.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.