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Wellspring Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Wellspring Financial 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 		$12.3M Buy
17,910
+159
+0.9% +$106K 0.81% 21
2026
Q1 		$10.6M Sell
17,751
-346,041
-95% -$216M 0.8% 25
2025
Q4 		$11.7M Buy
363,792
+35,058
+11% +$21.8M 0.92% 21
2025
Q3 		$11.4M Buy
328,734
+31,992
+11% +$18.9M 1.04% 17
2025
Q2 		$9.17M Sell
296,742
-3,076
-1% -$1.62M 0.92% 19
2025
Q1 		$3.46M Sell
299,818
-308,877
-51% -$167M 0.38% 29
2024
Q4 		$4.05M Buy
608,695
+67,591
+12% +$36.6M 0.42% 30
2024
Q3 		$3.91M Buy
541,104
+534,613
+8,236% +$272M 0.47% 29
2024
Q2 		$3.25M Buy
6,491
+1,858
+40% +$894K 0.44% 31
2024
Q1 		$2.23M Buy
4,633
+33
+0.7% +$15.1K 0.35% 36
2023
Q4 		$2.01M Buy
4,600
+68
+2% +$27.8K 0.5% 38
2023
Q3 		$1.78M Buy
4,532
+4
+0.1% +$1.64K 0.52% 37
2023
Q2 		$1.84M Sell
4,528
-51
-1% -$19.7K 0.52% 36
2023
Q1 		$1.72M Buy
4,579
+3
+0.1% +$1.1K 0.51% 38
2022
Q4 		$1.61M Buy
4,576
+8
+0.2% +$2.83K 0.53% 38
2022
Q3 		$1.5M Sell
4,568
-5,363
-54% -$1.96M 0.55% 34
2022
Q2 		$3.44M Buy
9,931
+766
+8% +$289K 1.2% 24
2022
Q1 		$3.81M Buy
9,165
+3,844
+72% +$1.57M 1.12% 21
2021
Q4 		$2.32M Buy
5,321
+8
+0.2% +$3.38K 0.65% 31
2021
Q3 		$2.1M Buy
5,313
+4
+0.1% +$1.62K 0.63% 31
2021
Q2 		$2.09M Sell
5,309
-4,246
-44% -$1.63M 0.66% 31
2021
Q1 		$2.26M Buy
9,555
+3,442
+56% +$1.22M 1.09% 17
2020
Q4 		$2.1M Sell
6,113
-698
-10% -$228K 0.73% 29
2020
Q3 		$2.1M Sell
6,811
-1,844
-21% -$562K 0.82% 26
2020
Q2 		$2.45M Sell
8,655
-900
-9% -$242K 1.01% 22
2020
Q1 		$2.26M Buy
+9,555
New +$2.68M 1.09% 17

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

Wellspring Financial Advisors's VOO Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.9% in Q2 2026, buying an estimated $106K and bringing the position to 17,910 shares worth $12.3M. The position accounts for 0.81% of the portfolio, ranked #21.

Wellspring Financial Advisors first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wellspring Financial Advisors held 17,910 shares of Vanguard S&P 500 ETF worth $12.3M as of Q2 2026.
  • Wellspring Financial Advisors bought 159 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $106K.
  • Vanguard S&P 500 ETF made up 0.81% of Wellspring Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.