West Coast Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

West Coast Financial’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
2025 Q2	–	Sell	-562	Closed	-$289K	–	147
2025 Q1	$289K	Hold	562	–	–	0.03%	142
2024 Q4	$303K	Buy	562 +78	+16%	+$42.2K	0.03%	133
2024 Q3	$255K	Sell	484 -200	-29%	-$102K	0.03%	157
2024 Q2	$342K	Buy	684 +215	+46%	+$103K	0.04%	121
2024 Q1	$225K	Hold	469	–	–	0.03%	154
2023 Q4	$205K	Buy	+469	New	+$192K	0.03%	157
2022 Q1	–	Sell	-1,208	Closed	-$527K	–	139
2021 Q4	$527K	Buy	1,208 +10	+0.8%	+$4.22K	0.08%	88
2021 Q3	$472K	Sell	1,198 -5	-0.4%	-$2.03K	0.08%	92
2021 Q2	$473K	Buy	1,203 +5	+0.4%	+$1.92K	0.08%	92
2021 Q1	$436K	Buy	1,198 +518	+76%	+$184K	0.08%	88
2020 Q4	$234K	Buy	+680	New	+$222K	0.05%	103
2018 Q4	–	Sell	-4,964	Closed	-$1.33M	–	136
2018 Q3	$1.33M	Buy	+4,964	New	+$1.3M	0.31%	63
2017 Q4	–	Sell	-2,000	Closed	-$462K	–	135
2017 Q3	$462K	Buy	+2,000	New	+$453K	0.13%	102

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

West Coast Financial's VOO Position: Q2 2025 in Review

West Coast Financial sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 562 shares — an estimated $289K sold.

West Coast Financial first reported a position in VOO in Q3 2017 and held it in 13 quarters. The position peaked at $1.33M in Q3 2018. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

West Coast Financial reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 562 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $289K.
West Coast Financial first reported a position in Vanguard S&P 500 ETF in Q3 2017 and held it in 13 quarters.
West Coast Financial's Vanguard S&P 500 ETF position peaked at $1.33M in Q3 2018.
3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.