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 Q2	$1.36M	Sell	1,978 -35	-2%	-$23.3K	0.14%	63
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

B&D White Capital Company's VOO Position: Q2 2026 in Review

B&D White Capital Company reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $23.3K and leaving 1,978 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #63.

B&D White Capital Company first reported a position in VOO in Q4 2020 and has held it in 5 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

B&D White Capital Company held 1,978 shares of Vanguard S&P 500 ETF worth $1.36M as of Q2 2026.
B&D White Capital Company sold 35 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
Vanguard S&P 500 ETF made up 0.14% of B&D White Capital Company's portfolio in Q2 2026, its #63 holding.
B&D White Capital Company first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 5 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.