B&D White Capital Company’s Vanguard S&P 500 ETF VOO Stock Holding History

B&D White Capital Company’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 Q1	$1.2M	Buy	2,013 +305	+18%	+$191K	0.15%	52
2025 Q4	$1.07M	Sell	1,708 -11	-0.6%	-$6.84K	0.12%	55
2025 Q3	$1.05M	Buy	+1,719	New	+$1.01M	0.13%	55
2021 Q1	–	Sell	-40	Closed	-$13K	–	82
2020 Q4	$13K	Buy	+40	New	+$13K	0.01%	62

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

B&D White Capital Company's VOO Position: Q1 2026 in Review

B&D White Capital Company increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q1 2026, buying an estimated $191K and bringing the position to 2,013 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #52.

B&D White Capital Company first reported a position in VOO in Q4 2020 and has held it in 4 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

B&D White Capital Company held 2,013 shares of Vanguard S&P 500 ETF worth $1.2M as of Q1 2026.
B&D White Capital Company bought 305 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $191K.
Vanguard S&P 500 ETF made up 0.15% of B&D White Capital Company's portfolio in Q1 2026, its #52 holding.
B&D White Capital Company first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 4 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.