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Westwood Holdings Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Westwood Holdings Group’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 		$1.17M Sell
1,964
-76
-4% -$47.5K 0.01% 342
2025
Q4 		$1.28M Buy
2,040
+92
+5% +$57.2K 0.01% 363
2025
Q3 		$1.19M Sell
1,948
-21
-1% -$12.4K 0.01% 371
2025
Q2 		$1.12M Sell
1,969
-111
-5% -$58.3K 0.01% 372
2025
Q1 		$1.07M Buy
2,080
+78
+4% +$42.2K 0.01% 355
2024
Q4 		$1.08M Sell
2,002
-2
-0.1% -$1.08K 0.01% 366
2024
Q3 		$1.06M Hold
2,004
– – ﹤0.01% 367
2024
Q2 		$1M Buy
2,004
+846
+73% +$407K ﹤0.01% 354
2024
Q1 		$557K Buy
1,158
+23
+2% +$10.5K ﹤0.01% 394
2023
Q4 		$496K Hold
1,135
– – ﹤0.01% 393
2023
Q3 		$446K Sell
1,135
-61
-5% -$24.9K ﹤0.01% 386
2023
Q2 		$487K Sell
1,196
-213
-15% -$82.2K ﹤0.01% 404
2023
Q1 		$530K Buy
1,409
+199
+16% +$73K ﹤0.01% 390
2022
Q4 		$425K Hold
1,210
– – ﹤0.01% 434
2022
Q3 		$397K Sell
1,210
-45
-4% -$16.4K ﹤0.01% 397
2022
Q2 		$435K Sell
1,255
-22
-2% -$8.29K ﹤0.01% 395
2022
Q1 		$530K Hold
1,277
– – ﹤0.01% 385
2021
Q4 		$557K Sell
1,277
-30
-2% -$12.7K 0.01% 373
2021
Q3 		$515K Sell
1,307
-796
-38% -$323K 0.01% 377
2021
Q2 		$827K Buy
2,103
+693
+49% +$266K 0.01% 355
2021
Q1 		$514K Sell
1,410
-99
-7% -$35.1K 0.01% 384
2020
Q4 		$519K Sell
1,509
-20
-1% -$6.52K 0.01% 364
2020
Q3 		$470K Sell
1,529
-144
-9% -$43.9K 0.01% 355
2020
Q2 		$474K Sell
1,673
-30
-2% -$8.07K 0.01% 359
2020
Q1 		$403K Sell
1,703
-34
-2% -$9.53K 0.01% 358
2019
Q4 		$514K Sell
1,737
-12
-0.7% -$3.39K 0.01% 377
2019
Q3 		$477K Hold
1,749
– – 0.01% 375
2019
Q2 		$471K Hold
1,749
– – 0.01% 397
2019
Q1 		$454K Hold
1,749
– – ﹤0.01% 356
2018
Q4 		$402K Hold
1,749
– – ﹤0.01% 349
2018
Q3 		$467K Hold
1,749
– – ﹤0.01% 350
2018
Q2 		$436K Buy
+1,749
New +$434K ﹤0.01% 373

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

Westwood Holdings Group's VOO Position: Q1 2026 in Review

Westwood Holdings Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q1 2026, selling an estimated $47.5K and leaving 1,964 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #342.

Westwood Holdings Group first reported a position in VOO in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.28M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Westwood Holdings Group held 1,964 shares of Vanguard S&P 500 ETF worth $1.17M as of Q1 2026.
  • Westwood Holdings Group sold 76 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $47.5K.
  • Vanguard S&P 500 ETF made up 0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #342 holding.
  • Westwood Holdings Group first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
  • Westwood Holdings Group's Vanguard S&P 500 ETF position peaked at $1.28M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.