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Wescott Financial Advisory Group, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wescott Financial Advisory Group, LLC on VOO, newest first. How the timeline and the estimate are built.

Wescott Financial Advisory Group, LLC held 285,055 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,055 shares
    Change vs previous 13F +4,786 shares

    15.16% of the 13F portfolio, value $195,778,496.

    13F-HR 0001172661-26-003047 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 280,269 shares
    Change vs previous 13F -4,027 shares

    14.68% of the 13F portfolio, value $167,474,791.

    13F-HR 0001172661-26-001689 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 284,296 shares
    Change vs previous 13F -9,220 shares

    15.56% of the 13F portfolio, value $178,290,537.

    13F-HR 0001172661-26-000655 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 293,516 shares
    Change vs previous 13F -2,351 shares

    16.13% of the 13F portfolio, value $179,743,278.

    13F-HR 0001172661-25-004588 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 295,867 shares
    Change vs previous 13F +1,735 shares

    16.08% of the 13F portfolio, value $168,061,475.

    13F-HR 0001172661-25-003022 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 294,132 shares
    Change vs previous 13F +12,698 shares

    15.67% of the 13F portfolio, value $151,157,432.

    13F-HR 0001172661-25-001836 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 281,434 shares
    Change vs previous 13F +5,233 shares

    15.71% of the 13F portfolio, value $151,639,295.

    13F-HR 0001172661-25-000710 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 276,201 shares
    Change vs previous 13F not available

    15.67% of the 13F portfolio, value $145,742,808.

    13F-HR 0001172661-24-004582 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).