WPP
VOO icon

Whalerock Point Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Whalerock Point Partners’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 		$5.23M Hold
8,750
– – 1.01% 28
2025
Q4 		$5.49M Buy
8,750
+251
+3% +$156K 1.04% 25
2025
Q3 		$5.2M Hold
8,499
– – 1.06% 24
2025
Q2 		$4.83M Buy
8,499
+6
+0.1% +$3.15K 1.04% 24
2025
Q1 		$4.36M Hold
8,493
– – 1.04% 26
2024
Q4 		$4.58M Buy
8,493
+48
+0.6% +$26K 1.06% 24
2024
Q3 		$4.46M Hold
8,445
– – 1.06% 26
2024
Q2 		$4.22M Buy
8,445
+154
+2% +$74.1K 1.13% 23
2024
Q1 		$3.99M Buy
8,291
+351
+4% +$161K 1.09% 26
2023
Q4 		$3.47M Sell
7,940
-288
-4% -$118K 1.07% 24
2023
Q3 		$3.23M Buy
8,228
+39
+0.5% +$15.9K 1.12% 24
2023
Q2 		$3.34M Sell
8,189
-12
-0.1% -$4.63K 1.13% 25
2023
Q1 		$3.08M Buy
8,201
+124
+2% +$45.5K 1.15% 29
2022
Q4 		$2.84M Hold
8,077
– – 1.15% 29
2022
Q3 		$2.65M Sell
8,077
-14
-0.2% -$5.11K 1.17% 28
2022
Q2 		$2.81M Sell
8,091
-14
-0.2% -$5.27K 1.19% 29
2022
Q1 		$3.36M Hold
8,105
– – 1.19% 25
2021
Q4 		$3.54M Hold
8,105
– – 1.21% 25
2021
Q3 		$3.2M Hold
8,105
– – 1.24% 26
2021
Q2 		$3.19M Hold
8,105
– – 1.23% 28
2021
Q1 		$2.95M Sell
8,105
-15
-0.2% -$5.32K 1.3% 26
2020
Q4 		$2.79M Buy
8,120
+5,622
+225% +$1.83M 1.32% 24
2020
Q3 		$2.5M Sell
2,498
-5,622
-69% -$1.71M 1.38% 25
2020
Q2 		$2.3M Hold
8,120
– – 1.36% 24
2020
Q1 		$1.92M Buy
8,120
+82
+1% +$23K 1.38% 23
2019
Q4 		$2.38M Sell
8,038
-3,725
-32% -$1.05M 1.26% 25
2019
Q3 		$3.21M Buy
11,763
+4,040
+52% +$1.1M 1.73% 15
2019
Q2 		$2.08M Buy
7,723
+187
+2% +$49.5K 1.19% 24
2019
Q1 		$1.96M Buy
7,536
+278
+4% +$69.4K 1.28% 23
2018
Q4 		$1.67M Sell
7,258
-3,210
-31% -$795K 1.55% 19
2018
Q3 		$2.8M Buy
10,468
+162
+2% +$42.4K 2.03% 13
2018
Q2 		$2.57M Sell
10,306
-1,251
-11% -$311K 2.05% 13
2018
Q1 		$2.8M Hold
11,557
– – 0.9% 15
2017
Q4 		$2.83M Buy
11,557
+311
+3% +$74.3K 0.9% 16
2017
Q3 		$2.6M Sell
11,246
-209
-2% -$47.3K 0.92% 19
2017
Q2 		$2.54M Sell
11,455
-30
-0.3% -$6.6K 0.93% 19
2017
Q1 		$2.48M Sell
11,485
-3,704
-24% -$790K 0.93% 22
2016
Q4 		$3.12M Buy
15,189
+1,333
+10% +$267K 1.23% 16
2016
Q3 		$2.75M Buy
+13,856
New +$2.75M 1.14% 18
2016
Q1 		$3.55M Buy
18,852
+10,317
+121% +$1.85M 1.53% 13
2015
Q4 		$1.59M Sell
8,535
-1,325
-13% -$249K 0.69% 32
2015
Q3 		$1.73M Buy
9,860
+1,570
+19% +$292K 0.75% 28
2015
Q2 		$1.56M Buy
8,290
+2,351
+40% +$453K 0.65% 36
2015
Q1 		$1.12M Buy
+5,939
New +$1.12M 0.46% 43

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

Whalerock Point Partners's VOO Position: Q1 2026 in Review

Whalerock Point Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 8,750 shares worth $5.23M. The position accounts for 1.01% of the portfolio, ranked #28.

Whalerock Point Partners first reported a position in VOO in Q1 2015 and has held it in 44 quarters since. The position peaked at $5.49M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Whalerock Point Partners held 8,750 shares of Vanguard S&P 500 ETF worth $5.23M as of Q1 2026.
  • Whalerock Point Partners left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 1.01% of Whalerock Point Partners's portfolio in Q1 2026, its #28 holding.
  • Whalerock Point Partners first reported a position in Vanguard S&P 500 ETF in Q1 2015 and has held it in 44 quarters since.
  • Whalerock Point Partners's Vanguard S&P 500 ETF position peaked at $5.49M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.