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Baker Tilly Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Baker Tilly Wealth Management’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
Q3 		$41.1M Buy
58,633
+1,160
+2% +$810K 8.05% 1
2026
Q2 		$39.5M Buy
57,473
+2,476
+5% +$1.65M 8.38% 1
2026
Q1 		$32.9M Buy
54,997
+3,070
+6% +$1.92M 7.99% 1
2025
Q4 		$32.6M Buy
51,927
+923
+2% +$574K 8.02% 1
2025
Q3 		$31.2M Buy
51,004
+576
+1% +$340K 7.05% 1
2025
Q2 		$28.6M Buy
50,428
+1,211
+2% +$636K 10.23% 1
2025
Q1 		$25.3M Buy
49,217
+3,262
+7% +$1.76M 9.92% 1
2024
Q4 		$24.8M Buy
45,955
+3,091
+7% +$1.67M 9.71% 1
2024
Q3 		$22.6M Buy
42,864
+2,673
+7% +$1.36M 10.01% 1
2024
Q2 		$20.1M Buy
40,191
+593
+1% +$285K 8.22% 1
2024
Q1 		$19M Buy
39,598
+2,721
+7% +$1.25M 3.44% 4
2023
Q4 		$16.1M Buy
36,877
+2,380
+7% +$974K 2.64% 5
2023
Q3 		$13.5M Buy
34,497
+2,560
+8% +$1.05M 2.23% 7
2023
Q2 		$13M Buy
31,937
+961
+3% +$371K 1.37% 11
2023
Q1 		$11.6M Buy
30,976
+1,841
+6% +$675K 1.31% 10
2022
Q4 		$10.2M Buy
29,135
+2,868
+11% +$1.01M 1.26% 8
2022
Q3 		$8.62M Sell
26,267
-336
-1% -$123K 1.18% 11
2022
Q2 		$9.23M Buy
26,603
+866
+3% +$326K 1.21% 11
2022
Q1 		$10.7M Buy
25,737
+2,505
+11% +$1.03M 1.18% 12
2021
Q4 		$10.1M Buy
23,232
+21,112
+996% +$8.91M 1.09% 12
2021
Q3 		$836K Buy
2,120
+470
+28% +$191K 0.11% 195
2021
Q2 		$649K Hold
1,650
– – 0.1% 220
2021
Q1 		$601K Buy
1,650
+1
+0.1% +$355 0.12% 206
2020
Q4 		$567K Buy
+1,649
New +$538K 0.18% 131

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Baker Tilly Wealth Management's VOO Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q3 2026, buying an estimated $810K and bringing the position to 58,633 shares worth $41.1M. The position accounts for 8.05% of the portfolio, ranked #1.

Baker Tilly Wealth Management first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. 565 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Baker Tilly Wealth Management held 58,633 shares of Vanguard S&P 500 ETF worth $41.1M as of Q3 2026.
  • Baker Tilly Wealth Management bought 1,160 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $810K.
  • Vanguard S&P 500 ETF made up 8.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 565 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.