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 Q3	$686K	Sell	979 -7,021	-88%	-$4.9M	0.35%	86
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WESPAC Advisors's VOO Position: Q3 2026 in Review

WESPAC Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 88% in Q3 2026, selling an estimated $4.9M and leaving 979 shares worth $686K. The position accounts for 0.35% of the portfolio, ranked #86.

WESPAC Advisors first reported a position in VOO in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.49M in Q2 2026. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

WESPAC Advisors held 979 shares of Vanguard S&P 500 ETF worth $686K as of Q3 2026.
WESPAC Advisors sold 7,021 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.9M.
Vanguard S&P 500 ETF made up 0.35% of WESPAC Advisors's portfolio in Q3 2026, its #86 holding.
WESPAC Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 14 quarters since.
WESPAC Advisors's Vanguard S&P 500 ETF position peaked at $5.49M in Q2 2026.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.