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 Q2	$537K	Sell	751 -33	-4%	-$22K	0.44%	47
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

WFA of San Diego's VOO Position: Q2 2026 in Review

WFA of San Diego reduced its Vanguard S&P 500 ETF (VOO) stake by 4.2% in Q2 2026, selling an estimated $22K and leaving 751 shares worth $537K. The position accounts for 0.44% of the portfolio, ranked #47.

WFA of San Diego first reported a position in VOO in Q1 2021 and has held it in 18 quarters since. The position peaked at $961K in Q4 2021. 4,021 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

WFA of San Diego held 751 shares of Vanguard S&P 500 ETF worth $537K as of Q2 2026.
WFA of San Diego sold 33 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $22K.
Vanguard S&P 500 ETF made up 0.44% of WFA of San Diego's portfolio in Q2 2026, its #47 holding.
WFA of San Diego first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
WFA of San Diego's Vanguard S&P 500 ETF position peaked at $961K in Q4 2021.
4,021 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.