West Branch Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

West Branch Capital’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	$335K	Buy	488 +259	+113%	+$173K	0.08%	66
2026 Q1	$137K	Sell	229 -299	-57%	-$187K	0.04%	89
2025 Q4	$331K	Sell	528 -14	-3%	-$8.7K	0.09%	68
2025 Q3	$332K	Hold	542	–	–	0.09%	71
2025 Q2	$308K	Hold	542	–	–	0.09%	72
2025 Q1	$279K	Sell	542 -26	-5%	-$14.1K	0.09%	71
2024 Q4	$306K	Sell	568 -17	-3%	-$9.21K	0.1%	71
2024 Q3	$309K	Buy	585 +240	+70%	+$122K	0.11%	70
2024 Q2	$172K	Hold	345	–	–	0.06%	90
2024 Q1	$166K	Buy	345 +67	+24%	+$30.7K	0.07%	91
2023 Q4	$121K	Sell	278 -537	-66%	-$220K	0.06%	99
2023 Q3	$320K	Hold	815	–	–	0.17%	57
2023 Q2	$332K	Hold	815	–	–	0.17%	58
2023 Q1	$307K	Hold	815	–	–	0.17%	62
2022 Q4	$286K	Sell	815 -41	-5%	-$14.5K	0.18%	62
2022 Q3	$281K	Sell	856 -30	-3%	-$11K	0.17%	66
2022 Q2	$307K	Hold	886	–	–	0.18%	66
2022 Q1	$368K	Buy	886 +246	+38%	+$101K	0.18%	60
2021 Q4	$280K	Buy	+640	New	+$270K	0.12%	74

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

West Branch Capital's VOO Position: Q2 2026 in Review

West Branch Capital increased its Vanguard S&P 500 ETF (VOO) stake by 113% in Q2 2026, buying an estimated $173K and bringing the position to 488 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #66.

West Branch Capital first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $368K in Q1 2022. 2,052 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

West Branch Capital held 488 shares of Vanguard S&P 500 ETF worth $335K as of Q2 2026.
West Branch Capital bought 259 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $173K.
Vanguard S&P 500 ETF made up 0.08% of West Branch Capital's portfolio in Q2 2026, its #66 holding.
West Branch Capital first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
West Branch Capital's Vanguard S&P 500 ETF position peaked at $368K in Q1 2022.
2,052 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.