Westmount Partners, LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 2051491
As of 2026-06-30, Westmount Partners, LLC reported 26.59K VOO (shares), valued at $18.27M, or 4.02% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares increased 10.36%; reported value increased 26.85%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.02% | 26,595 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 3.55% | 24,098 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 3.70% | 23,654 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 3.80% | 23,967 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 3.82% | 24,486 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 4.86% | 31,030 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 4.40% | 26,857 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 4.19% | 26,415 | SEC filing ↗Filed Jan 13, 2025 |
| Q2 2024 | 4.36% | 26,365 | SEC filing ↗Filed Jan 28, 2025 |
| Q1 2024 | 4.34% | 25,074 | SEC filing ↗Filed Jan 28, 2025 |
| Q4 2023 | 4.24% | 23,781 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2023 | 4.06% | 23,480 | SEC filing ↗Filed Jan 28, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.06% | 23,480 | $9.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 28, 2025 |
| Q4 2023 | 4.24% | 23,781 | $10.39M | Shares increased 1.28%; reported value increased 12.66%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2024 | 4.34% | 25,074 | $12.05M | Shares increased 5.44%; reported value increased 16.03%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q2 2024 | 4.36% | 26,365 | $13.22M | Shares increased 5.15%; reported value increased 9.65%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q3 2024 | 4.19% | 26,415 | $13.94M | Shares increased 0.19%; reported value increased 5.46%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q4 2024 | 4.40% | 26,857 | $14.47M | Shares increased 1.67%; reported value increased 3.82%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 4.86% | 31,030 | $15.95M | Shares increased 15.54%; reported value increased 10.20%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 3.82% | 24,486 | $13.91M | Shares decreased 21.09%; reported value decreased 12.78%, and weight changed -1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 3.80% | 23,967 | $14.73M | Shares decreased 2.12%; reported value increased 5.90%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 3.70% | 23,654 | $14.83M | Shares decreased 1.31%; reported value increased 0.71%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 3.55% | 24,098 | $14.40M | Shares increased 1.88%; reported value decreased 2.93%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 4.02% | 26,595 | $18.27M | Shares increased 10.36%; reported value increased 26.85%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2026 |
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