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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
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Baker Tilly Wealth Management's VOO Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q2 2026, buying an estimated $1.65M and bringing the position to 57,473 shares worth $39.5M. The position accounts for 8.38% of the portfolio, ranked #1.

Baker Tilly Wealth Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Baker Tilly Wealth Management held 57,473 shares of Vanguard S&P 500 ETF worth $39.5M as of Q2 2026.
  • Baker Tilly Wealth Management bought 2,476 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.65M.
  • Vanguard S&P 500 ETF made up 8.38% of Baker Tilly Wealth Management's portfolio in Q2 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 23 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.