WESPAC Advisors SoCal’s Vanguard S&P 500 ETF VOO Stock Holding History

WESPAC Advisors SoCal’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	$211K	Sell	308 -60	-16%	-$40K	0.04%	120
2026 Q1	$220K	Sell	368 -391	-52%	-$245K	0.05%	115
2025 Q4	$476K	Buy	+759	New	+$472K	0.1%	88
2022 Q2	–	Sell	-766	Closed	-$318K	–	83
2022 Q1	$318K	Sell	766 -25	-3%	-$10.2K	0.1%	79
2021 Q4	$329K	Buy	791 +6	+0.8%	+$2.53K	0.1%	76
2021 Q3	$312K	Buy	+785	New	+$318K	0.1%	79
2019 Q2	–	Sell	-30	Closed	-$7K	–	305
2019 Q1	$7K	Buy	+30	New	+$7.49K	﹤0.01%	268
2018 Q4	–	Hold	0	–	–	–	278
2018 Q3	–	Hold	0	–	–	–	251

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

WESPAC Advisors SoCal's VOO Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, selling an estimated $40K and leaving 308 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #120.

WESPAC Advisors SoCal first reported a position in VOO in Q1 2019 and has held it in 7 quarters since. The position peaked at $476K in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

WESPAC Advisors SoCal held 308 shares of Vanguard S&P 500 ETF worth $211K as of Q2 2026.
WESPAC Advisors SoCal sold 60 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40K.
Vanguard S&P 500 ETF made up 0.04% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #120 holding.
WESPAC Advisors SoCal first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 7 quarters since.
WESPAC Advisors SoCal's Vanguard S&P 500 ETF position peaked at $476K in Q4 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.