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

WestHill Financial 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 		$106M Sell
154,260
-271
-0.2% -$181K 18.04% 1
2026
Q1 		$92.3M Buy
154,531
+2,443
+2% +$1.53M 17.66% 1
2025
Q4 		$95.4M Sell
152,088
-265
-0.2% -$165K 18.12% 1
2025
Q3 		$93.3M Buy
152,353
+1,451
+1% +$855K 18.28% 1
2025
Q2 		$85.7M Sell
150,902
-681
-0.4% -$358K 18.18% 1
2025
Q1 		$77.9M Sell
151,583
-4,244
-3% -$2.29M 17.82% 1
2024
Q4 		$84M Buy
155,827
+2,377
+2% +$1.29M 18.81% 1
2024
Q3 		$81M Sell
153,450
-380
-0.2% -$193K 18.16% 1
2024
Q2 		$76.9M Sell
153,830
-931
-0.6% -$448K 18.67% 1
2024
Q1 		$74.4M Sell
154,761
-1,492
-1% -$683K 18.3% 1
2023
Q4 		$68.3M Buy
156,253
+945
+0.6% +$387K 18.09% 1
2023
Q3 		$61M Sell
155,308
-3,608
-2% -$1.48M 17.8% 1
2023
Q2 		$64.7M Buy
158,916
+834
+0.5% +$322K 18.31% 1
2023
Q1 		$59.4M Buy
158,082
+4,138
+3% +$1.52M 17.78% 1
2022
Q4 		$54.1M Buy
153,944
+362
+0.2% +$128K 17.28% 1
2022
Q3 		$50.4M Buy
153,582
+3,958
+3% +$1.45M 17.2% 1
2022
Q2 		$51.9M Buy
149,624
+4,378
+3% +$1.65M 17.13% 1
2022
Q1 		$60.3M Buy
145,246
+7,290
+5% +$2.98M 17.39% 1
2021
Q4 		$60.2M Buy
137,956
+3,285
+2% +$1.39M 17.02% 1
2021
Q3 		$53.1M Buy
+134,671
New +$54.6M 16.41% 1
2021
Q1 		$48.2M Buy
132,291
+3,102
+2% +$1.1M 17.12% 1
2020
Q4 		$44.4M Buy
+129,189
New +$42.1M 17.47% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

WestHill Financial Advisors's VOO Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.18% in Q2 2026, selling an estimated $181K and leaving 154,260 shares worth $106M. The position accounts for 18.04% of the portfolio, ranked #1.

WestHill Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • WestHill Financial Advisors held 154,260 shares of Vanguard S&P 500 ETF worth $106M as of Q2 2026.
  • WestHill Financial Advisors sold 271 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $181K.
  • Vanguard S&P 500 ETF made up 18.04% of WestHill Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • WestHill Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.