BAM Wealth Management
VOO icon

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

BAM 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 		$210K Buy
300
+2
+0.7% +$1.4K 0.11% 188
2026
Q2 		$205K Buy
+298
New +$199K 0.13% 164

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BAM Wealth Management's VOO Position: Q3 2026 in Review

BAM Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.67% in Q3 2026, buying an estimated $1.4K and bringing the position to 300 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #188.

BAM Wealth Management first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • BAM Wealth Management held 300 shares of Vanguard S&P 500 ETF worth $210K as of Q3 2026.
  • BAM Wealth Management bought 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
  • Vanguard S&P 500 ETF made up 0.11% of BAM Wealth Management's portfolio in Q3 2026, its #188 holding.
  • BAM Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.