WFAG
VOO icon

Wescott Financial Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Wescott Financial Advisory Group’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 		$167M Sell
280,269
-4,027
-1% -$2.52M 14.68% 1
2025
Q4 		$178M Sell
284,296
-9,220
-3% -$5.73M 15.56% 1
2025
Q3 		$180M Sell
293,516
-2,351
-0.8% -$1.39M 16.13% 1
2025
Q2 		$168M Buy
295,867
+1,735
+0.6% +$912K 16.08% 1
2025
Q1 		$151M Buy
294,132
+12,698
+5% +$6.86M 15.67% 1
2024
Q4 		$152M Buy
281,434
+5,233
+2% +$2.83M 15.71% 1
2024
Q3 		$146M Buy
276,201
+17
+0% +$8.64K 15.67% 1
2024
Q2 		$138M Sell
276,184
-1,328
-0.5% -$639K 16.04% 1
2024
Q1 		$133M Buy
277,512
+8,172
+3% +$3.74M 16.59% 1
2023
Q4 		$118M Buy
269,340
+212,872
+377% +$87.1M 16.48% 1
2023
Q3 		$22.2M Sell
56,468
-64
-0.1% -$26.2K 4.05% 8
2023
Q2 		$23M Sell
56,532
-531
-0.9% -$205K 4.07% 8
2023
Q1 		$21.5M Sell
57,063
-1,898
-3% -$696K 4.66% 6
2022
Q4 		$20.7M Buy
58,961
+418
+0.7% +$148K 4.47% 7
2022
Q3 		$19.2M Buy
58,543
+691
+1% +$252K 5.35% 6
2022
Q2 		$20.1M Sell
57,852
-2,049
-3% -$772K 5.45% 6
2022
Q1 		$24.9M Buy
+59,901
New +$24.5M 6.41% 5
2021
Q2 		– Sell
-637
Closed -$232K – 70
2021
Q1 		$232K Buy
+637
New +$226K 0.15% 56

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wescott Financial Advisory Group's VOO Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, selling an estimated $2.52M and leaving 280,269 shares worth $167M. The position accounts for 14.68% of the portfolio, ranked #1.

Wescott Financial Advisory Group first reported a position in VOO in Q1 2021 and has held it in 18 quarters since. The position peaked at $180M in Q3 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Wescott Financial Advisory Group held 280,269 shares of Vanguard S&P 500 ETF worth $167M as of Q1 2026.
  • Wescott Financial Advisory Group sold 4,027 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.52M.
  • Vanguard S&P 500 ETF made up 14.68% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #1 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
  • Wescott Financial Advisory Group's Vanguard S&P 500 ETF position peaked at $180M in Q3 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.