Westwind Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Westwind Capital’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	–	Sell	-984	Closed	-$578K	–	103
2026 Q1	$578K	Buy	984 +213	+28%	+$133K	0.14%	33
2025 Q4	$484K	Buy	+771	New	+$479K	0.1%	36
2025 Q2	–	Sell	-400	Closed	-$206K	–	43
2025 Q1	$206K	Buy	400 +15	+4%	+$8.11K	0.05%	33
2024 Q4	$207K	Hold	385	–	–	0.05%	36
2024 Q3	$203K	Sell	385 -10,420	-96%	-$5.3M	0.05%	35
2024 Q2	$193K	Buy	10,805 +10,420	+2,706%	+$5.01M	0.05%	35
2024 Q1	$185K	Hold	385	–	–	0.05%	33
2023 Q4	$168K	Hold	385	–	–	0.05%	32
2023 Q3	$151K	Sell	385 -21	-5%	-$8.59K	0.05%	30
2023 Q2	$165K	Hold	406	–	–	0.05%	31
2023 Q1	$153K	Sell	406 -259	-39%	-$95K	0.05%	30
2022 Q4	$234K	Hold	665	–	–	0.08%	28
2022 Q3	$218K	Hold	665	–	–	0.08%	30
2022 Q2	$231K	Buy	665 +249	+60%	+$93.8K	0.08%	29
2022 Q1	$173K	Hold	416	–	–	0.05%	27
2021 Q4	$182K	Hold	416	–	–	0.05%	26
2021 Q3	$164K	Hold	416	–	–	0.04%	26
2021 Q2	$164K	Sell	416 -71	-15%	-$27.3K	0.04%	29
2021 Q1	$177K	Hold	487	–	–	0.05%	25
2020 Q4	$167K	Sell	487 -101	-17%	-$32.9K	0.05%	24
2020 Q3	$181K	Hold	588	–	–	0.06%	25
2020 Q2	$167K	Hold	588	–	–	0.06%	25
2020 Q1	$139K	Hold	588	–	–	0.07%	24
2019 Q4	$174K	Buy	588 +83	+16%	+$23.5K	0.08%	21
2019 Q3	$138K	Hold	505	–	–	0.07%	25
2019 Q2	$136K	Hold	505	–	–	0.08%	23
2019 Q1	$131K	Hold	505	–	–	0.08%	26
2018 Q4	$116K	Hold	505	–	–	0.08%	26
2018 Q3	$135K	Hold	505	–	–	0.09%	24
2018 Q2	$126K	Buy	505 +193	+62%	+$47.9K	0.1%	23
2018 Q1	$76K	Hold	312	–	–	0.06%	21
2017 Q4	$77K	Buy	+312	New	+$74.6K	0.07%	22

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Westwind Capital's VOO Position: Q2 2026 in Review

Westwind Capital sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 984 shares — an estimated $578K sold.

Westwind Capital first reported a position in VOO in Q4 2017 and held it in 32 quarters. The position peaked at $578K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Westwind Capital reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Westwind Capital sold 984 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $578K.
Westwind Capital first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 32 quarters.
Westwind Capital's Vanguard S&P 500 ETF position peaked at $578K in Q1 2026.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.