WP
VOO icon

Westmount Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Westmount Partners’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 		$18.3M Buy
26,595
+2,497
+10% +$1.66M 4% 4
2026
Q1 		$14.4M Buy
24,098
+444
+2% +$278K 3.54% 4
2025
Q4 		$14.8M Sell
23,654
-313
-1% -$195K 3.7% 5
2025
Q3 		$14.7M Sell
23,967
-519
-2% -$306K 3.8% 4
2025
Q2 		$13.9M Sell
24,486
-6,544
-21% -$3.44M 3.82% 3
2025
Q1 		$15.9M Buy
31,030
+4,173
+16% +$2.26M 4.86% 2
2024
Q4 		$14.5M Buy
26,857
+442
+2% +$239K 4.4% 3
2024
Q3 		$13.9M Buy
26,415
+50
+0.2% +$25.4K 4.19% 4
2024
Q2 		$13.2M Buy
26,365
+1,291
+5% +$621K 4.36% 3
2024
Q1 		$12.1M Buy
25,074
+1,293
+5% +$592K 4.34% 3
2023
Q4 		$10.4M Buy
23,781
+301
+1% +$123K 4.24% 3
2023
Q3 		$9.22M Buy
23,480
+3,000
+15% +$1.23M 4.06% 4
2023
Q2 		$8.34M Sell
20,480
-454
-2% -$175K 3.63% 5
2023
Q1 		$7.87M Buy
20,934
+894
+4% +$328K 3.64% 5
2022
Q4 		$7.04M Buy
+20,040
New +$7.08M 3.66% 5

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return