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Waypoint Wealth Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Waypoint Wealth 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
2026
Q2 		$23.7M Sell
34,498
-797
-2% -$531K 14.82% 1
2026
Q1 		$21.1M Sell
35,295
-2,613
-7% -$1.63M 10.91% 1
2025
Q4 		$23.8M Sell
37,908
-164
-0.4% -$102K 8.72% 1
2025
Q3 		$23.3M Sell
38,072
-491
-1% -$289K 9.21% 1
2025
Q2 		$21.9M Buy
38,563
+1,798
+5% +$945K 10.86% 1
2025
Q1 		$18.9M Buy
36,765
+2,037
+6% +$1.1M 11.86% 1
2024
Q4 		$18.7M Buy
34,728
+1,242
+4% +$673K 12.2% 1
2024
Q3 		$17.7M Buy
33,486
+2,125
+7% +$1.08M 11.89% 1
2024
Q2 		$15.7M Buy
31,361
+1,028
+3% +$495K 12% 1
2024
Q1 		$14.6M Buy
30,333
+500
+2% +$229K 11.24% 1
2023
Q4 		$13M Buy
29,833
+71
+0.2% +$29.1K 11.1% 1
2023
Q3 		$11.7M Buy
29,762
+536
+2% +$219K 11.02% 1
2023
Q2 		$11.9M Sell
29,226
-1,352
-4% -$522K 10.65% 1
2023
Q1 		$11.5M Buy
30,578
+1,478
+5% +$542K 8.92% 1
2022
Q4 		$10.2M Buy
+29,100
New +$10.3M 8.24% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Waypoint Wealth Counsel's VOO Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, selling an estimated $531K and leaving 34,498 shares worth $23.7M. The position accounts for 14.82% of the portfolio, ranked #1.

Waypoint Wealth Counsel first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.8M in Q4 2025. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Waypoint Wealth Counsel held 34,498 shares of Vanguard S&P 500 ETF worth $23.7M as of Q2 2026.
  • Waypoint Wealth Counsel sold 797 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $531K.
  • Vanguard S&P 500 ETF made up 14.82% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #1 holding.
  • Waypoint Wealth Counsel first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Waypoint Wealth Counsel's Vanguard S&P 500 ETF position peaked at $23.8M in Q4 2025.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.