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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BankPlus Trust Department's VOO Position: Q1 2026 in Review

BankPlus Trust Department held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 682 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #130.

BankPlus Trust Department first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $428K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

BankPlus Trust Department held 682 shares of Vanguard S&P 500 ETF worth $408K as of Q1 2026.
BankPlus Trust Department left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.11% of BankPlus Trust Department's portfolio in Q1 2026, its #130 holding.
BankPlus Trust Department first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Vanguard S&P 500 ETF position peaked at $428K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.