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 Q2	$196M	Buy	285,055 +4,786	+2%	+$3.19M	15.16%	1
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wescott Financial Advisory Group's VOO Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, buying an estimated $3.19M and bringing the position to 285,055 shares worth $196M. The position accounts for 15.16% of the portfolio, ranked #1.

Wescott Financial Advisory Group first reported a position in VOO in Q1 2021 and has held it in 19 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wescott Financial Advisory Group held 285,055 shares of Vanguard S&P 500 ETF worth $196M as of Q2 2026.
Wescott Financial Advisory Group bought 4,786 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.19M.
Vanguard S&P 500 ETF made up 15.16% of Wescott Financial Advisory Group's portfolio in Q2 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 19 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.