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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
Q3 		$106M Sell
151,386
-2,874
-2% -$2.01M 17.79% 1
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

WestHill Financial Advisors's VOO Position: Q3 2026 in Review

WestHill Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q3 2026, selling an estimated $2.01M and leaving 151,386 shares worth $106M. The position accounts for 17.79% of the portfolio, ranked #1.

WestHill Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 496 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • WestHill Financial Advisors held 151,386 shares of Vanguard S&P 500 ETF worth $106M as of Q3 2026.
  • WestHill Financial Advisors sold 2,874 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.01M.
  • Vanguard S&P 500 ETF made up 17.79% of WestHill Financial Advisors's portfolio in Q3 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 23 quarters since.
  • 496 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.