Ownership history in WEST PACES ADVISORS INC. · 9 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in VANGUARD S&P 500 ETF (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 109,074 | +1,438 | +1.3% | 13.23% | $68.4M | $627.13 |
| 2025 Q3 | ADDED | 107,636 | +1,900 | +1.8% | 13.12% | $65.9M | $610.65 |
| 2025 Q2 | ADDED | 105,736 | +10,409 | +10.9% | 12.78% | $60.1M | $564.81 |
| 2025 Q1 | ADDED | 95,327 | +23,777 | +33.2% | 11.16% | $49.0M | $509.43 |
| 2024 Q4 | ADDED | 71,550 | +7,698 | +12.1% | 9.41% | $38.6M | $532.26 |
| 2024 Q3 | ADDED | 63,852 | +2,362 | +3.8% | 8.25% | $33.7M | $519.60 |
| 2024 Q2 | ADDED | 61,490 | +1,344 | +2.2% | 8.02% | $30.8M | $490.95 |
| 2024 Q1 | ADDED | 60,146 | +3,396 | +6.0% | 7.62% | $28.9M | $470.20 |
| 2023 Q4 | INITIATED | 56,750 | — | — | 6.97% | $24.8M | — |
As of 2025 Q4 — sorted by position size