Bakala Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Bakala Capital’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	$4.06M	Buy	5,910 +17	+0.3%	+$11.3K	17.78%	2
2026 Q1	$3.52M	Buy	5,893 +19	+0.3%	+$11.9K	16.93%	2
2025 Q4	$3.68M	Buy	5,874 +68	+1%	+$42.3K	17.42%	2
2025 Q3	$3.56M	Buy	5,806 +17	+0.3%	+$10K	19.2%	2
2025 Q2	$3.29M	Sell	5,789 -175	-3%	-$92K	18.88%	2
2025 Q1	$3.06M	Buy	5,964 +492	+9%	+$266K	17.57%	2
2024 Q4	$2.95M	Buy	5,472 +34	+0.6%	+$18.4K	17.73%	2
2024 Q3	$2.87M	Buy	5,438 +119	+2%	+$60.5K	19.1%	2
2024 Q2	$2.66M	Buy	5,319 +724	+16%	+$348K	19.18%	2
2024 Q1	$2.21M	Buy	4,595 +2,268	+97%	+$1.04M	19%	2
2023 Q4	$1.02M	Buy	+2,327	New	+$953K	13.94%	3

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

Bakala Capital's VOO Position: Q2 2026 in Review

Bakala Capital increased its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,910 shares worth $4.06M. The position accounts for 17.78% of the portfolio, ranked #2.

Bakala Capital first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bakala Capital held 5,910 shares of Vanguard S&P 500 ETF worth $4.06M as of Q2 2026.
Bakala Capital bought 17 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $11.3K.
Vanguard S&P 500 ETF made up 17.78% of Bakala Capital's portfolio in Q2 2026, its #2 holding.
Bakala Capital first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bakala Capital's 13F filing for Q2 2026, filed 14 Aug 2026.