WW
VOO icon

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
Q2 		$9.3M Sell
13,543
-801
-6% -$534K 2.89% 9
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

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

Westshore Wealth's VOO Position: Q2 2026 in Review

Westshore Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 5.6% in Q2 2026, selling an estimated $534K and leaving 13,543 shares worth $9.3M. The position accounts for 2.89% of the portfolio, ranked #9.

Westshore Wealth first reported a position in VOO in Q4 2019 and has held it in 23 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Westshore Wealth held 13,543 shares of Vanguard S&P 500 ETF worth $9.3M as of Q2 2026.
  • Westshore Wealth sold 801 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $534K.
  • Vanguard S&P 500 ETF made up 2.89% of Westshore Wealth's portfolio in Q2 2026, its #9 holding.
  • Westshore Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.