Westend Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Westend Capital Management’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 Q1	$61K	Sell	102 -116	-53%	-$72.5K	0.02%	88
2025 Q4	$137K	Hold	218	–	–	0.04%	58
2025 Q3	$133K	Hold	218	–	–	0.04%	47
2025 Q2	$124K	Sell	218 -121	-36%	-$63.6K	0.04%	52
2025 Q1	$174K	Buy	339 +218	+180%	+$118K	0.07%	45
2024 Q4	$65.2K	Buy	121 +116	+2,320%	+$62.8K	0.02%	72
2024 Q3	$2.64K	Hold	5	–	–	﹤0.01%	211
2024 Q2	$2.51K	Buy	+5	New	+$2.41K	﹤0.01%	198

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

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

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

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Westend Capital Management's VOO Position: Q1 2026 in Review

Westend Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 53% in Q1 2026, selling an estimated $72.5K and leaving 102 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #88.

Westend Capital Management first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $174K in Q1 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Westend Capital Management held 102 shares of Vanguard S&P 500 ETF worth $61K as of Q1 2026.
Westend Capital Management sold 116 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $72.5K.
Vanguard S&P 500 ETF made up 0.02% of Westend Capital Management's portfolio in Q1 2026, its #88 holding.
Westend Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Westend Capital Management's Vanguard S&P 500 ETF position peaked at $174K in Q1 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.