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

Westwood Wealth Management’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	$302K	Buy	+506	New	+$316K	0.12%	36
2025 Q4	–	Sell	-506	Closed	-$310K	–	130
2025 Q3	$310K	Sell	506 -22	-4%	-$13K	0.11%	39
2025 Q2	$300K	Buy	+528	New	+$277K	0.1%	42

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Westwood Wealth Management's VOO Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 506 shares worth $302K. The stake represents 0.12% of the portfolio and ranks #36 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in VOO as recently as Q3 2025.

Westwood Wealth Management first reported a position in VOO in Q2 2025 and has held it in 3 quarters since. The position peaked at $310K in Q3 2025. 3,836 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Westwood Wealth Management held 506 shares of Vanguard S&P 500 ETF worth $302K as of Q1 2026.
Vanguard S&P 500 ETF was a new Westwood Wealth Management position in Q1 2026.
Vanguard S&P 500 ETF made up 0.12% of Westwood Wealth Management's portfolio in Q1 2026, its #36 holding.
Westwood Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
Westwood Wealth Management's Vanguard S&P 500 ETF position peaked at $310K in Q3 2025.
3,836 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.