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

WESPAC 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	$5.49M	Buy	8,000 +11	+0.1%	+$7.33K	2.68%	4
2026 Q1	$4.77M	Buy	7,989 +544	+7%	+$340K	2.61%	5
2025 Q4	$4.67M	Hold	7,445	–	–	2.53%	4
2025 Q3	$4.56M	Buy	7,445 +2	+0%	+$1.18K	2.66%	3
2025 Q2	$4.23M	Buy	7,443 +3	+0%	+$1.58K	2.96%	1
2025 Q1	$3.82M	Hold	7,440	–	–	3.12%	3
2024 Q4	$4.01M	Buy	7,440 +6,831	+1,122%	+$3.7M	2.95%	5
2024 Q3	$321K	Buy	609 +169	+38%	+$85.9K	0.24%	120
2024 Q2	$220K	Sell	440 -480	-52%	-$231K	0.17%	138
2024 Q1	$442K	Buy	+920	New	+$421K	0.26%	113
2022 Q2	–	Sell	-673	Closed	-$279K	–	127
2022 Q1	$279K	Sell	673 -223	-25%	-$91.3K	0.3%	91
2021 Q4	$391K	Buy	896 +2	+0.2%	+$844	0.26%	114
2021 Q3	$353K	Buy	+894	New	+$363K	0.22%	126

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's VOO Position: Q2 2026 in Review

WESPAC Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.14% in Q2 2026, buying an estimated $7.33K and bringing the position to 8,000 shares worth $5.49M. The position accounts for 2.68% of the portfolio, ranked #4.

WESPAC Advisors first reported a position in VOO in Q3 2021 and has held it in 13 quarters since. 4,009 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

WESPAC Advisors held 8,000 shares of Vanguard S&P 500 ETF worth $5.49M as of Q2 2026.
WESPAC Advisors bought 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
Vanguard S&P 500 ETF made up 2.68% of WESPAC Advisors's portfolio in Q2 2026, its #4 holding.
WESPAC Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 13 quarters since.
4,009 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.