Balance Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Other funds holding VOO
AA
Balance Wealth's VOO Position: Q2 2026 in Review
Balance Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q2 2026, buying an estimated $5.85M and bringing the position to 49,154 shares worth $33.8M. The position accounts for 8.98% of the portfolio, ranked #2.
Balance Wealth first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Balance Wealth held 49,154 shares of Vanguard S&P 500 ETF worth $33.8M as of Q2 2026.
- Balance Wealth bought 8,782 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.85M.
- Vanguard S&P 500 ETF made up 8.98% of Balance Wealth's portfolio in Q2 2026, its #2 holding.
- Balance Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
- 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.