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 Q3	$38.3M	Buy	53,660 +12,590	+31%	+$8.79M	1.25%	12
2026 Q2	$28.2M	Buy	41,070 +1,584	+4%	+$1.06M	0.92%	18
2026 Q1	$23.6M	Buy	39,486 +4,482	+13%	+$2.8M	0.89%	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	Sell	24,886 -2,833	-10%	-$1.53M	0.85%	21
2024 Q4	$14.9M	Buy	27,719 +501	+2%	+$271K	0.8%	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	$2.64M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Western Wealth Management's VOO Position: Q3 2026 in Review

Western Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q3 2026, buying an estimated $8.79M and bringing the position to 53,660 shares worth $38.3M. The position accounts for 1.25% of the portfolio, ranked #12.

Western Wealth Management first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Western Wealth Management held 53,660 shares of Vanguard S&P 500 ETF worth $38.3M as of Q3 2026.
Western Wealth Management bought 12,590 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $8.79M.
Vanguard S&P 500 ETF made up 1.25% of Western Wealth Management's portfolio in Q3 2026, its #12 holding.
Western Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.