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

Westerkirk Capital’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	$6.15M	Sell	10,300 -37,468	-78%	-$23.4M	0.66%	36
2025 Q4	$30M	Sell	47,768 -25,105	-34%	-$15.6M	2.92%	7
2025 Q3	$44.6M	Buy	72,873 +5,098	+8%	+$3M	5.1%	3
2025 Q2	$38.5M	Buy	+67,775	New	+$35.6M	4.75%	3

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

Westerkirk Capital's VOO Position: Q1 2026 in Review

Westerkirk Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 78% in Q1 2026, selling an estimated $23.4M and leaving 10,300 shares worth $6.15M. The position accounts for 0.66% of the portfolio, ranked #36.

Westerkirk Capital first reported a position in VOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.6M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Westerkirk Capital held 10,300 shares of Vanguard S&P 500 ETF worth $6.15M as of Q1 2026.
Westerkirk Capital sold 37,468 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $23.4M.
Vanguard S&P 500 ETF made up 0.66% of Westerkirk Capital's portfolio in Q1 2026, its #36 holding.
Westerkirk Capital first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
Westerkirk Capital's Vanguard S&P 500 ETF position peaked at $44.6M in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.