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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
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

West Wealth Group's VOO Position: Q2 2026 in Review

West Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 25% in Q2 2026, buying an estimated $147K and bringing the position to 1,100 shares worth $756K. The position accounts for 0.12% of the portfolio, ranked #59.

West Wealth Group first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • West Wealth Group held 1,100 shares of Vanguard S&P 500 ETF worth $756K as of Q2 2026.
  • West Wealth Group bought 221 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $147K.
  • Vanguard S&P 500 ETF made up 0.12% of West Wealth Group's portfolio in Q2 2026, its #59 holding.
  • West Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.