WFA of San Diego’s Vanguard S&P 500 ETF VOO Stock Holding History

WFA of San Diego’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	$468K	Sell	784 -20	-2%	-$12.5K	0.38%	53
2025 Q4	$504K	Sell	804 -15	-2%	-$9.32K	0.37%	54
2025 Q3	$502K	Sell	819 -85	-9%	-$50.1K	0.34%	54
2025 Q2	$513K	Buy	+904	New	+$475K	0.38%	54
2024 Q3	$545K	Hold	1,032	–	–	0.46%	44
2024 Q2	$516K	Buy	+1,032	New	+$497K	0.46%	46
2023 Q3	$472K	Hold	1,203	–	–	0.49%	44
2023 Q2	$490K	Sell	1,203 -32	-3%	-$12.3K	0.48%	42
2023 Q1	$464K	Sell	1,235 -29	-2%	-$10.6K	0.49%	43
2022 Q4	$444K	Hold	1,264	–	–	0.34%	58
2022 Q3	$415K	Sell	1,264 -272	-18%	-$99.3K	0.37%	57
2022 Q2	$533K	Buy	1,536 +18	+1%	+$6.78K	0.46%	47
2022 Q1	$630K	Sell	1,518 -683	-31%	-$280K	0.48%	46
2021 Q4	$961K	Buy	2,201 +290	+15%	+$122K	0.56%	40
2021 Q3	$754K	Buy	1,911 +187	+11%	+$75.9K	0.53%	43
2021 Q2	$678K	Buy	1,724 +657	+62%	+$252K	0.53%	40
2021 Q1	$389K	Buy	+1,067	New	+$378K	0.32%	61

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 $374B AUM 17.66% 1-Year Est. Return

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

WFA of San Diego's VOO Position: Q1 2026 in Review

WFA of San Diego reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q1 2026, selling an estimated $12.5K and leaving 784 shares worth $468K. The position accounts for 0.38% of the portfolio, ranked #53.

WFA of San Diego first reported a position in VOO in Q1 2021 and has held it in 17 quarters since. The position peaked at $961K in Q4 2021. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

WFA of San Diego held 784 shares of Vanguard S&P 500 ETF worth $468K as of Q1 2026.
WFA of San Diego sold 20 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $12.5K.
Vanguard S&P 500 ETF made up 0.38% of WFA of San Diego's portfolio in Q1 2026, its #53 holding.
WFA of San Diego first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 17 quarters since.
WFA of San Diego's Vanguard S&P 500 ETF position peaked at $961K in Q4 2021.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.