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Bellars Harris Wealth Management, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Bellars Harris Wealth Management, LLC’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
2026
Q2 		$705K Buy
+1,027
New +$685K 0.14% 73

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's VOO Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 1,027 shares worth $705K. The stake represents 0.14% of the portfolio and ranks #73 among its holdings.

2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 1,027 shares of Vanguard S&P 500 ETF worth $705K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.14% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #73 holding.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.