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WEST PACES ADVISORS INC.: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEST PACES ADVISORS INC. on VOO, newest first. How the timeline and the estimate are built.

WEST PACES ADVISORS INC. held 111,760 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,760 shares
    Change vs previous 13F +1,092 shares

    12.88% of the 13F portfolio, value $76,757,946.

    13F-HR 0001398344-26-012281 filed by WEST PACES ADVISORS INC.
    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 110,668 shares
    Change vs previous 13F +1,594 shares

    12.81% of the 13F portfolio, value $66,129,751.

    13F-HR 0001398344-26-008327 filed by WEST PACES ADVISORS INC.
    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 109,074 shares
    Change vs previous 13F +1,438 shares

    13.23% of the 13F portfolio, value $68,403,318.

    13F-HR 0001398344-26-000988 filed by WEST PACES ADVISORS INC.
    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 107,636 shares
    Change vs previous 13F +1,900 shares

    13.12% of the 13F portfolio, value $65,914,214.

    13F-HR 0001398344-25-019519 filed by WEST PACES ADVISORS INC.
    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 105,736 shares
    Change vs previous 13F +10,409 shares

    12.78% of the 13F portfolio, value $60,061,425.

    13F-HR 0001398344-25-013608 filed by WEST PACES ADVISORS INC.
    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 95,327 shares
    Change vs previous 13F +23,777 shares

    11.16% of the 13F portfolio, value $48,989,684.

    13F-HR 0001398344-25-007123 filed by WEST PACES ADVISORS INC.
    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 71,550 shares
    Change vs previous 13F +7,698 shares

    9.41% of the 13F portfolio, value $38,551,654.

    13F-HR 0001398344-25-002933 filed by WEST PACES ADVISORS INC.
    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 63,852 shares
    Change vs previous 13F not available

    8.25% of the 13F portfolio, value $33,692,632.

    13F-HR 0001398344-24-018870 filed by WEST PACES ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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