WCWM
VOO icon

Willow Creek Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Willow Creek Wealth Management’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
2025
Q3 		$3.14M Buy
5,128
+2,437
+91% +$1.44M 0.26% 41
2025
Q2 		$1.53M Buy
2,691
+1,240
+85% +$652K 0.14% 58
2025
Q1 		$746K Buy
1,451
+336
+30% +$182K 0.07% 75
2024
Q4 		$601K Buy
1,115
+138
+14% +$74.7K 0.06% 80
2024
Q3 		$516K Hold
977
– – 0.05% 87
2024
Q2 		$489K Sell
977
-2
-0.2% -$962 0.06% 84
2024
Q1 		$471K Buy
979
+14
+1% +$6.41K 0.06% 87
2023
Q4 		$422K Hold
965
– – 0.05% 90
2023
Q3 		$379K Hold
965
– – 0.06% 88
2023
Q2 		$393K Buy
+965
New +$372K 0.06% 93

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return