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Westshore Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Westshore Wealth’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
Q1 		$8.57M Buy
14,344
+790
+6% +$494K 3.01% 10
2025
Q4 		$8.5M Buy
13,554
+2,569
+23% +$1.6M 2.81% 11
2025
Q3 		$6.73M Buy
10,985
+2,288
+26% +$1.35M 2.3% 12
2025
Q2 		$4.94M Buy
8,697
+4,387
+102% +$2.31M 1.9% 12
2025
Q1 		$2.22M Buy
4,310
+2,295
+114% +$1.24M 0.94% 19
2024
Q4 		$1.09M Buy
2,015
+1,440
+250% +$780K 0.44% 24
2024
Q3 		$303K Sell
575
-1
-0.2% -$508 0.12% 64
2024
Q2 		$288K Sell
576
-661
-53% -$318K 0.12% 67
2024
Q1 		$595K Buy
1,237
+550
+80% +$252K 0.25% 32
2023
Q4 		$300K Sell
687
-15
-2% -$6.14K 0.14% 56
2023
Q3 		$276K Buy
702
+1
+0.1% +$409 0.15% 55
2023
Q2 		$285K Sell
701
-500
-42% -$193K 0.15% 70
2023
Q1 		$452K Buy
1,201
+5
+0.4% +$1.83K 0.24% 45
2022
Q4 		$420K Sell
1,196
-146
-11% -$51.6K 0.24% 50
2022
Q3 		$441K Sell
1,342
-68
-5% -$24.8K 0.3% 31
2022
Q2 		$489K Buy
1,410
+67
+5% +$25.2K 0.32% 35
2022
Q1 		$558K Buy
1,343
+377
+39% +$154K 0.37% 31
2021
Q4 		$422K Buy
966
+39
+4% +$16.5K 0.29% 47
2021
Q3 		$366K Sell
927
-439
-32% -$178K 0.3% 54
2021
Q2 		$538K Buy
1,366
+4
+0.3% +$1.53K 0.28% 63
2021
Q1 		$496K Buy
+1,362
New +$483K 0.28% 59
2019
Q4 		$393K Buy
+1,329
New +$376K 0.43% 52

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Westshore Wealth's VOO Position: Q1 2026 in Review

Westshore Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 5.8% in Q1 2026, buying an estimated $494K and bringing the position to 14,344 shares worth $8.57M. The position accounts for 3.01% of the portfolio, ranked #10.

Westshore Wealth first reported a position in VOO in Q4 2019 and has held it in 22 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Westshore Wealth held 14,344 shares of Vanguard S&P 500 ETF worth $8.57M as of Q1 2026.
  • Westshore Wealth bought 790 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $494K.
  • Vanguard S&P 500 ETF made up 3.01% of Westshore Wealth's portfolio in Q1 2026, its #10 holding.
  • Westshore Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 22 quarters since.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.