WWM
VOO icon

Western Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Western Wealth 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 		$23.6M Buy
39,486
+4,482
+13% +$2.8M 0.9% 19
2025
Q4 		$22M Buy
35,004
+9,858
+39% +$6.13M 1.01% 20
2025
Q3 		$15.4M Buy
25,146
+165
+0.7% +$97.3K 0.81% 21
2025
Q2 		$14.2M Buy
24,981
+95
+0.4% +$49.9K 0.84% 22
2025
Q1 		$12.8M Buy
24,886
+325
+1% +$176K 0.85% 21
2024
Q4 		$13.2M Sell
24,561
-2,657
-10% -$1.44M 0.86% 24
2024
Q3 		$14.4M Buy
27,218
+10,307
+61% +$5.24M 0.82% 23
2024
Q2 		$8.46M Buy
16,911
+2,245
+15% +$1.08M 0.63% 31
2024
Q1 		$7.05M Sell
14,666
-3,753
-20% -$1.72M 0.55% 34
2023
Q4 		$8.05M Buy
18,419
+2,903
+19% +$1.19M 0.58% 33
2023
Q3 		$6.09M Buy
15,516
+1,876
+14% +$767K 0.51% 37
2023
Q2 		$5.56M Sell
13,640
-272
-2% -$105K 0.47% 36
2023
Q1 		$5.23M Buy
13,912
+769
+6% +$282K 0.49% 38
2022
Q4 		$4.62M Sell
13,143
-2,625
-17% -$927K 0.47% 43
2022
Q3 		$5.22M Buy
15,768
+3,288
+26% +$1.2M 0.3% 69
2022
Q2 		$4.34M Sell
12,480
-49
-0.4% -$18.5K 0.25% 90
2022
Q1 		$5.2M Buy
12,529
+6,931
+124% +$2.84M 0.25% 87
2021
Q4 		$2.44M Buy
+5,598
New +$2.36M 0.24% 93
2021
Q2 		$1.65M Sell
4,183
-1,189
-22% -$456K 0.17% 137
2021
Q1 		$1.96M Sell
5,372
-215
-4% -$76.2K 0.26% 85
2020
Q4 		$1.92M Sell
5,587
-161
-3% -$52.5K 0.28% 85
2020
Q3 		$1.77M Sell
5,748
-100
-2% -$30.5K 0.29% 84
2020
Q2 		$1.66M Buy
5,848
+1,372
+31% +$369K 0.3% 78
2020
Q1 		$1.06M Sell
4,476
-4,020
-47% -$1.13M 0.24% 98
2019
Q4 		$2.45M Buy
8,496
+3,828
+82% +$1.08M 0.37% 55
2019
Q3 		$1.27M Sell
4,668
-5,393
-54% -$1.46M 0.26% 94
2019
Q2 		$2.65M Sell
10,061
-3,229
-24% -$854K 0.35% 58
2019
Q1 		$3.45M Buy
13,290
+3,372
+34% +$842K 0.77% 25
2018
Q4 		$2.28M Buy
+9,918
New +$2.46M 0.61% 33

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Western Wealth Management's VOO Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2026, buying an estimated $2.8M and bringing the position to 39,486 shares worth $23.6M. The position accounts for 0.9% of the portfolio, ranked #19.

Western Wealth Management first reported a position in VOO in Q4 2018 and has held it in 29 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Western Wealth Management held 39,486 shares of Vanguard S&P 500 ETF worth $23.6M as of Q1 2026.
  • Western Wealth Management bought 4,482 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.8M.
  • Vanguard S&P 500 ETF made up 0.9% of Western Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Western Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.