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

West Financial 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 		$87.2M Buy
126,894
+5,283
+4% +$3.52M 13.23% 1
2026
Q1 		$72.7M Sell
121,611
-27,908
-19% -$17.5M 12.34% 1
2025
Q4 		$93.8M Sell
149,519
-11,501
-7% -$7.15M 15.82% 1
2025
Q3 		$98.6M Buy
161,020
+20,414
+15% +$12M 16.3% 1
2025
Q2 		$79.9M Buy
140,606
+8,836
+7% +$4.64M 13.9% 1
2025
Q1 		$67.7M Buy
131,770
+4,193
+3% +$2.27M 12.87% 1
2024
Q4 		$68.7M Buy
127,577
+106,258
+498% +$57.6M 13.26% 1
2024
Q3 		$11.2M Buy
21,319
+209
+1% +$106K 2.17% 13
2024
Q2 		$10.6M Buy
21,110
+179
+0.9% +$86.1K 2.19% 10
2024
Q1 		$10.1M Sell
20,931
-495
-2% -$227K 2.16% 11
2023
Q4 		$9.36M Sell
21,426
-485
-2% -$199K 2.13% 12
2023
Q3 		$8.6M Sell
21,911
-744
-3% -$304K 2.16% 12
2023
Q2 		$9.23M Sell
22,655
-215
-0.9% -$82.9K 2.27% 14
2023
Q1 		$8.6M Buy
22,870
+1,630
+8% +$598K 2.25% 15
2022
Q4 		$7.46M Buy
21,240
+4,990
+31% +$1.76M 2.08% 16
2022
Q3 		$5.33M Buy
16,250
+396
+2% +$145K 1.6% 14
2022
Q2 		$5.5M Sell
15,854
-273
-2% -$103K 1.6% 14
2022
Q1 		$6.7M Buy
16,127
+13,975
+649% +$5.72M 1.76% 15
2021
Q4 		$940K Sell
2,152
-121
-5% -$51.1K 0.25% 29
2021
Q3 		$897K Buy
+2,273
New +$922K 0.26% 28

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
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
Mirae Asset Global Investments
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

West Financial Advisors's VOO Position: Q2 2026 in Review

West Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q2 2026, buying an estimated $3.52M and bringing the position to 126,894 shares worth $87.2M. The position accounts for 13.23% of the portfolio, ranked #1.

West Financial Advisors first reported a position in VOO in Q3 2021 and has held it in 20 quarters since. The position peaked at $98.6M in Q3 2025. 1,728 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • West Financial Advisors held 126,894 shares of Vanguard S&P 500 ETF worth $87.2M as of Q2 2026.
  • West Financial Advisors bought 5,283 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.52M.
  • Vanguard S&P 500 ETF made up 13.23% of West Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • West Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • West Financial Advisors's Vanguard S&P 500 ETF position peaked at $98.6M in Q3 2025.
  • 1,728 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.