WBH Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

WBH Advisory’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	$3.67M	Buy	6,091 +2,609	+75%	+$1.63M	0.27%	78
2025 Q4	$2.18M	Sell	3,482 -53	-1%	-$32.9K	0.16%	104
2025 Q3	$2.16M	Buy	3,535 +12	+0.3%	+$7.07K	0.17%	104
2025 Q2	$2M	Sell	3,523 -237	-6%	-$125K	0.17%	103
2025 Q1	$1.93M	Sell	3,760 -150	-4%	-$81.1K	0.18%	100
2024 Q4	$2.11M	Sell	3,910 -25	-0.6%	-$13.5K	0.2%	89
2024 Q3	$2.08M	Sell	3,935 -115	-3%	-$58.5K	0.2%	90
2024 Q2	$2.03M	Sell	4,050 -92	-2%	-$44.3K	0.21%	84
2024 Q1	$1.99M	Buy	4,142 +2	+0%	+$915	0.2%	92
2023 Q4	$1.81M	Buy	4,140 +23	+0.6%	+$9.42K	0.2%	94
2023 Q3	$1.62M	Buy	4,117 +3	+0.1%	+$1.23K	0.2%	100
2023 Q2	$1.68M	Sell	4,114 -1	-0%	-$386	0.2%	101
2023 Q1	$1.55M	Buy	+4,115	New	+$1.51M	0.19%	107
2022 Q3	$1.35M	Sell	4,124 -33	-0.8%	-$12.1K	0.2%	114
2022 Q2	$1.47M	Sell	4,157 -2,158	-34%	-$813K	0.2%	108
2022 Q1	$2.48M	Buy	6,315 +2,389	+61%	+$978K	0.3%	75
2021 Q4	$1.71M	Sell	3,926 -229	-6%	-$96.7K	0.2%	103
2021 Q3	$1.64M	Buy	4,155 +6	+0.1%	+$2.43K	0.22%	97
2021 Q2	$1.68M	Sell	4,149 -130	-3%	-$49.9K	0.25%	86
2021 Q1	$1.56M	Buy	4,279 +639	+18%	+$227K	0.25%	88
2020 Q4	$1.28M	Hold	3,640	–	–	0.22%	92
2020 Q3	$1.12M	Buy	3,640 +22	+0.6%	+$6.7K	0.23%	95
2020 Q2	$1.02M	Buy	3,618 +161	+5%	+$43.3K	0.25%	96
2020 Q1	$818	Buy	3,457 +320	+10%	+$89.7K	0.19%	100
2019 Q4	$927K	Buy	3,137 +393	+14%	+$111K	0.19%	114
2019 Q3	$748K	Buy	2,744 +2	+0.1%	+$543	0.17%	121
2019 Q2	$738K	Hold	2,742	–	–	0.17%	121
2019 Q1	$711K	Buy	2,742 +2	+0.1%	+$500	0.17%	121
2018 Q4	$629	Buy	2,740 +13	+0.5%	+$3.22K	0.15%	121
2018 Q3	$728K	Buy	2,727 +12	+0.4%	+$3.14K	0.18%	115
2018 Q2	$677K	Buy	2,715 +263	+11%	+$65.3K	0.18%	120
2018 Q1	$593K	Buy	2,452 +37	+2%	+$9.28K	0.16%	124
2017 Q4	$592K	Hold	2,415	–	–	0.16%	127
2017 Q3	$557K	Buy	2,415 +13	+0.5%	+$2.94K	0.16%	128
2017 Q2	$533K	Buy	2,402 +11	+0.5%	+$2.42K	0.15%	129
2017 Q1	$517K	Buy	2,391 +10	+0.4%	+$2.13K	0.15%	134
2016 Q4	$488K	Buy	2,381 +15	+0.6%	+$3.01K	0.16%	132
2016 Q3	$470K	Buy	2,366 +429	+22%	+$85.1K	0.16%	135
2016 Q2	$372K	Buy	1,937 +9	+0.5%	+$1.71K	0.14%	137
2016 Q1	$363K	Buy	1,928 +11	+0.6%	+$1.97K	0.12%	138
2015 Q4	$358	Buy	1,917 +11	+0.6%	+$2.07K	0.13%	141
2015 Q3	$335K	Buy	1,906 +10	+0.5%	+$1.86K	0.14%	142
2015 Q2	$358K	Buy	1,896 +9	+0.5%	+$1.74K	0.14%	141
2015 Q1	$357	Buy	1,887 +25	+1%	+$4.73K	0.1%	149
2014 Q4	$350K	Buy	1,862 +10	+0.5%	+$1.84K	0.13%	148
2014 Q3	$334K	Buy	+1,852	New	+$336K	0.12%	155

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

WBH Advisory's VOO Position: Q1 2026 in Review

WBH Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 75% in Q1 2026, buying an estimated $1.63M and bringing the position to 6,091 shares worth $3.67M. The position accounts for 0.27% of the portfolio, ranked #78.

WBH Advisory first reported a position in VOO in Q3 2014 and has held it in 46 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

WBH Advisory held 6,091 shares of Vanguard S&P 500 ETF worth $3.67M as of Q1 2026.
WBH Advisory bought 2,609 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.63M.
Vanguard S&P 500 ETF made up 0.27% of WBH Advisory's portfolio in Q1 2026, its #78 holding.
WBH Advisory first reported a position in Vanguard S&P 500 ETF in Q3 2014 and has held it in 46 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.