BankPlus Trust Department’s Vanguard S&P 500 ETF VOO Stock Holding History

BankPlus Trust Department’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	$485K	Buy	706 +24	+4%	+$16K	0.11%	133
2026 Q1	$408K	Hold	682	–	–	0.11%	130
2025 Q4	$428K	Buy	682 +278	+69%	+$173K	0.11%	124
2025 Q3	$247K	Hold	404	–	–	0.07%	154
2025 Q2	$229K	Hold	404	–	–	0.07%	144
2025 Q1	$208K	Buy	404 +195	+93%	+$105K	0.07%	139
2024 Q4	$113K	Buy	+209	New	+$113K	0.04%	174

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BankPlus Trust Department's VOO Position: Q2 2026 in Review

BankPlus Trust Department increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, buying an estimated $16K and bringing the position to 706 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #133.

BankPlus Trust Department first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

BankPlus Trust Department held 706 shares of Vanguard S&P 500 ETF worth $485K as of Q2 2026.
BankPlus Trust Department bought 24 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16K.
Vanguard S&P 500 ETF made up 0.11% of BankPlus Trust Department's portfolio in Q2 2026, its #133 holding.
BankPlus Trust Department first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.