Whipplewood Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Whipplewood Advisors’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	$321K	Sell	468 -5	-1%	-$3.33K	0.22%	87
2026 Q1	$283K	Buy	473 +11	+2%	+$6.88K	0.15%	113
2025 Q4	$290K	Sell	462 -4	-0.9%	-$2.49K	0.19%	105
2025 Q3	$285K	Sell	466 -8	-2%	-$4.72K	0.19%	105
2025 Q2	$269K	Sell	474 -92	-16%	-$48.4K	0.15%	135
2025 Q1	$203K	Buy	566 +216	+62%	+$117K	0.12%	156
2024 Q4	$189K	Buy	+350	New	+$190K	0.11%	166

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 22.96% 1-Year Est. Return

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

Whipplewood Advisors's VOO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, selling an estimated $3.33K and leaving 468 shares worth $321K. The position accounts for 0.22% of the portfolio, ranked #87.

Whipplewood Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Whipplewood Advisors held 468 shares of Vanguard S&P 500 ETF worth $321K as of Q2 2026.
Whipplewood Advisors sold 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.22% of Whipplewood Advisors's portfolio in Q2 2026, its #87 holding.
Whipplewood Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.