WT
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Whittier Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

Whittier Trust’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 		$7.22M Sell
11,917
-287
-2% -$179K 0.08% 167
2025
Q4 		$7.76M Buy
12,204
+1,616
+15% +$1M 0.08% 164
2025
Q3 		$6.51M Sell
10,588
-1,151
-10% -$678K 0.07% 174
2025
Q2 		$6.67M Sell
11,739
-8,587
-42% -$4.51M 0.08% 184
2025
Q1 		$10.4M Sell
20,326
-49
-0.2% -$26.5K 0.15% 132
2024
Q4 		$11M Sell
20,375
-643
-3% -$348K 0.14% 129
2024
Q3 		$11.1M Sell
21,018
-1,499
-7% -$762K 0.15% 124
2024
Q2 		$11.3M Buy
22,517
+7,127
+46% +$3.43M 0.16% 119
2024
Q1 		$7.4M Sell
15,390
-579
-4% -$265K 0.11% 165
2023
Q4 		$6.98M Sell
15,969
-51
-0.3% -$20.9K 0.11% 161
2023
Q3 		$6.29M Sell
16,020
-377
-2% -$154K 0.11% 167
2023
Q2 		$6.68M Sell
16,397
-13
-0.1% -$5.01K 0.12% 158
2023
Q1 		$6.17M Sell
16,410
-5
-0% -$1.83K 0.11% 168
2022
Q4 		$5.77M Buy
16,415
+10,007
+156% +$3.54M 0.11% 172
2022
Q3 		$2.1M Buy
6,408
+52
+0.8% +$19K 0.04% 255
2022
Q2 		$2.21M Hold
6,356
– – 0.04% 256
2022
Q1 		$2.64M Buy
6,356
+87
+1% +$35.6K 0.04% 252
2021
Q4 		$2.74M Sell
6,269
-471
-7% -$199K 0.04% 248
2021
Q3 		$2.66M Sell
6,740
-650
-9% -$264K 0.05% 247
2021
Q2 		$2.91M Sell
7,390
-65
-0.9% -$25K 0.05% 237
2021
Q1 		$2.72M Sell
7,455
-156
-2% -$55.3K 0.05% 239
2020
Q4 		$2.62M Buy
7,611
+745
+11% +$243K 0.06% 220
2020
Q3 		$2.11M Sell
6,866
-238
-3% -$72.5K 0.05% 235
2020
Q2 		$2.01M Sell
7,104
-3,618
-34% -$974K 0.06% 224
2020
Q1 		$2.54M Buy
10,722
+625
+6% +$175K 0.08% 189
2019
Q4 		$2.99M Buy
10,097
+3,648
+57% +$1.03M 0.08% 201
2019
Q3 		$1.76M Buy
6,449
+160
+3% +$43.4K 0.05% 239
2019
Q2 		$1.69M Hold
6,289
– – 0.05% 242
2019
Q1 		$1.63M Buy
6,289
+275
+5% +$68.7K 0.05% 247
2018
Q4 		$1.38M Buy
6,014
+161
+3% +$39.9K 0.05% 255
2018
Q3 		$1.56M Buy
5,853
+262
+5% +$68.6K 0.05% 248
2018
Q2 		$1.4M Sell
5,591
-590
-10% -$146K 0.05% 251
2018
Q1 		$1.5M Buy
6,181
+431
+7% +$108K 0.05% 239
2017
Q4 		$1.41M Sell
5,750
-145
-2% -$34.7K 0.05% 253
2017
Q3 		$1.36M Buy
5,895
+493
+9% +$112K 0.05% 247
2017
Q2 		$1.2M Buy
5,402
+2,572
+91% +$566K 0.05% 256
2017
Q1 		$612K Hold
2,830
– – 0.02% 321
2016
Q4 		$581K Hold
2,830
– – 0.02% 325
2016
Q3 		$562K Sell
2,830
-950
-25% -$188K 0.02% 330
2016
Q2 		$727K Sell
3,780
-2,124
-36% -$404K 0.03% 298
2016
Q1 		$1.11M Buy
5,904
+467
+9% +$83.6K 0.05% 238
2015
Q4 		$1.02M Buy
5,437
+1,617
+42% +$304K 0.05% 263
2015
Q3 		$671K Sell
3,820
-134
-3% -$24.9K 0.03% 299
2015
Q2 		$747K Buy
3,954
+2,090
+112% +$403K 0.03% 306
2015
Q1 		$353K Hold
1,864
– – 0.02% 394
2014
Q4 		$351K Hold
1,864
– – 0.02% 372
2014
Q3 		$337K Sell
1,864
-242
-11% -$43.9K 0.02% 372
2014
Q2 		$378K Hold
2,106
– – 0.02% 356
2014
Q1 		$361K Hold
2,106
– – 0.02% 357
2013
Q4 		$356K Sell
2,106
-2
-0.1% -$324 0.02% 365
2013
Q3 		$325K Hold
2,108
– – 0.02% 373
2013
Q2 		$309K Buy
+2,108
New +$311K 0.02% 374

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

Whittier Trust's VOO Position: Q1 2026 in Review

Whittier Trust reduced its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q1 2026, selling an estimated $179K and leaving 11,917 shares worth $7.22M. The position accounts for 0.08% of the portfolio, ranked #167.

Whittier Trust first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q2 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Whittier Trust held 11,917 shares of Vanguard S&P 500 ETF worth $7.22M as of Q1 2026.
  • Whittier Trust sold 287 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $179K.
  • Vanguard S&P 500 ETF made up 0.08% of Whittier Trust's portfolio in Q1 2026, its #167 holding.
  • Whittier Trust first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • Whittier Trust's Vanguard S&P 500 ETF position peaked at $11.3M in Q2 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.