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Balance Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Balance Wealth’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
Q1 		$24.1M Buy
40,372
+14,067
+53% +$8.8M 7.49% 2
2025
Q4 		$16.5M Sell
26,305
-3,265
-11% -$2.03M 5.29% 4
2025
Q3 		$18.1M Buy
29,570
+12,788
+76% +$7.54M 4.47% 6
2025
Q2 		$9.53M Buy
16,782
+1,391
+9% +$731K 5.58% 3
2025
Q1 		$7.91M Buy
+15,391
New +$8.32M 5.14% 4

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Balance Wealth's VOO Position: Q1 2026 in Review

Balance Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 53% in Q1 2026, buying an estimated $8.8M and bringing the position to 40,372 shares worth $24.1M. The position accounts for 7.49% of the portfolio, ranked #2.

Balance Wealth first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Balance Wealth held 40,372 shares of Vanguard S&P 500 ETF worth $24.1M as of Q1 2026.
  • Balance Wealth bought 14,067 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.8M.
  • Vanguard S&P 500 ETF made up 7.49% of Balance Wealth's portfolio in Q1 2026, its #2 holding.
  • Balance Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.