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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

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

Westmount Partners's VOO Position: Q2 2026 in Review

Westmount Partners increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $1.66M and bringing the position to 26,595 shares worth $18.3M. The position accounts for 4% of the portfolio, ranked #4.

Westmount Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Westmount Partners held 26,595 shares of Vanguard S&P 500 ETF worth $18.3M as of Q2 2026.
  • Westmount Partners bought 2,497 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.66M.
  • Vanguard S&P 500 ETF made up 4% of Westmount Partners's portfolio in Q2 2026, its #4 holding.
  • Westmount Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.