Westfuller Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Westfuller Advisors’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	$9.45M	Sell	13,758 -299	-2%	-$199K	3.44%	4
2026 Q1	$8.4M	Buy	14,057 +137	+1%	+$85.7K	3.63%	3
2025 Q4	$8.73M	Buy	13,920 +185	+1%	+$115K	3.53%	2
2025 Q3	$8.43M	Sell	13,735 -913	-6%	-$538K	3.84%	2
2025 Q2	$8.35M	Sell	14,648 -631	-4%	-$332K	4.76%	3
2025 Q1	$7.85M	Buy	15,279 +407	+3%	+$220K	5.24%	4
2024 Q4	$8.01M	Buy	14,872 +417	+3%	+$226K	5.09%	4
2024 Q3	$7.65M	Buy	+14,455	New	+$7.35M	5.49%	4
2024 Q1	$6.8M	Buy	+14,156	New	+$6.48M	8.16%	1

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

Westfuller Advisors's VOO Position: Q2 2026 in Review

Westfuller Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, selling an estimated $199K and leaving 13,758 shares worth $9.45M. The position accounts for 3.44% of the portfolio, ranked #4.

Westfuller Advisors first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Westfuller Advisors held 13,758 shares of Vanguard S&P 500 ETF worth $9.45M as of Q2 2026.
Westfuller Advisors sold 299 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $199K.
Vanguard S&P 500 ETF made up 3.44% of Westfuller Advisors's portfolio in Q2 2026, its #4 holding.
Westfuller Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.