West Wealth Group
VOO icon

West Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

West Wealth Group’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 		$760K Sell
1,085
-15
-1% -$10.5K 0.12% 58
2026
Q2 		$756K Buy
1,100
+221
+25% +$147K 0.12% 59
2026
Q1 		$525K Buy
879
+141
+19% +$88.2K 0.1% 73
2025
Q4 		$463K Sell
738
-89
-11% -$55.3K 0.1% 73
2025
Q3 		$506K Buy
827
+152
+23% +$89.6K 0.11% 64
2025
Q2 		$393K Buy
675
+40
+6% +$21K 0.1% 66
2025
Q1 		$328K Buy
635
+112
+21% +$60.5K 0.1% 70
2024
Q4 		$282K Buy
523
+13
+3% +$7.04K 0.08% 72
2024
Q3 		$269K Hold
510
– – 0.09% 70
2024
Q2 		$255K Buy
+510
New +$245K 0.09% 71
2023
Q3 		– Sell
-630
Closed -$256K – 83
2023
Q2 		$256K Sell
630
-704
-53% -$272K 0.11% 57
2023
Q1 		$502K Buy
1,334
+5
+0.4% +$1.83K 0.23% 30
2022
Q4 		$467K Buy
1,329
+13
+1% +$4.59K 0.23% 36
2022
Q3 		$432K Buy
1,316
+5
+0.4% +$1.83K 0.22% 35
2022
Q2 		$454K Buy
1,311
+103
+9% +$38.8K 0.21% 35
2022
Q1 		$501K Buy
1,208
+149
+14% +$61K 0.2% 30
2021
Q4 		$462K Buy
+1,059
New +$447K 0.17% 34

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

West Wealth Group's VOO Position: Q3 2026 in Review

West Wealth Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q3 2026, selling an estimated $10.5K and leaving 1,085 shares worth $760K. The position accounts for 0.12% of the portfolio, ranked #58.

West Wealth Group first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. 2,763 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • West Wealth Group held 1,085 shares of Vanguard S&P 500 ETF worth $760K as of Q3 2026.
  • West Wealth Group sold 15 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $10.5K.
  • Vanguard S&P 500 ETF made up 0.12% of West Wealth Group's portfolio in Q3 2026, its #58 holding.
  • West Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.