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 Q2	$7.07M	Hold	10,300	–	–	0.68%	34
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Westerkirk Capital's VOO Position: Q2 2026 in Review

Westerkirk Capital held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 10,300 shares worth $7.07M. The position accounts for 0.68% of the portfolio, ranked #34.

Westerkirk Capital first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $44.6M in Q3 2025. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Westerkirk Capital held 10,300 shares of Vanguard S&P 500 ETF worth $7.07M as of Q2 2026.
Westerkirk Capital left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.68% of Westerkirk Capital's portfolio in Q2 2026, its #34 holding.
Westerkirk Capital first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Westerkirk Capital's Vanguard S&P 500 ETF position peaked at $44.6M in Q3 2025.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.