Baker Boyer National Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Baker Boyer National Bank’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	$2.77M	Buy	4,032 +229	+6%	+$153K	0.76%	16
2026 Q1	$2.27M	Buy	3,803 +128	+3%	+$80.1K	0.68%	16
2025 Q4	$2.3M	Buy	3,675 +2	+0.1%	+$1.24K	0.7%	16
2025 Q3	$2.25M	Buy	3,673 +110	+3%	+$64.8K	0.75%	14
2025 Q2	$2.02M	Sell	3,563 -430	-11%	-$226K	0.7%	14
2025 Q1	$2.05M	Buy	3,993 +585	+17%	+$316K	0.76%	14
2024 Q4	$1.84M	Buy	3,408 +15	+0.4%	+$8.13K	0.63%	18
2024 Q3	$1.79M	Buy	3,393 +88	+3%	+$44.7K	0.6%	18
2024 Q2	$1.65M	Buy	3,305 +27	+0.8%	+$13K	0.58%	18
2024 Q1	$1.58M	Buy	3,278 +30	+0.9%	+$13.7K	0.54%	20
2023 Q4	$1.42M	Sell	3,248 -465	-13%	-$190K	0.52%	21
2023 Q3	$1.46M	Sell	3,713 -2	-0.1%	-$818	0.59%	19
2023 Q2	$1.51M	Sell	3,715 -1,038	-22%	-$400K	0.56%	18
2023 Q1	$1.79M	Hold	4,753	–	–	0.69%	17
2022 Q4	$1.67M	Buy	4,753 +906	+24%	+$320K	0.7%	17
2022 Q3	$1.26M	Buy	3,847 +4	+0.1%	+$1.46K	0.56%	24
2022 Q2	$1.33M	Buy	3,843 +2,013	+110%	+$758K	0.68%	23
2022 Q1	$760K	Buy	+1,830	New	+$749K	0.37%	35
2021 Q2	$1.33M	Buy	+3,843	New	+$1.48M	0.68%	23

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Baker Boyer National Bank's VOO Position: Q2 2026 in Review

Baker Boyer National Bank increased its Vanguard S&P 500 ETF (VOO) stake by 6% in Q2 2026, buying an estimated $153K and bringing the position to 4,032 shares worth $2.77M. The position accounts for 0.76% of the portfolio, ranked #16.

Baker Boyer National Bank first reported a position in VOO in Q2 2021 and has held it in 19 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Baker Boyer National Bank held 4,032 shares of Vanguard S&P 500 ETF worth $2.77M as of Q2 2026.
Baker Boyer National Bank bought 229 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $153K.
Vanguard S&P 500 ETF made up 0.76% of Baker Boyer National Bank's portfolio in Q2 2026, its #16 holding.
Baker Boyer National Bank first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 19 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.