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Barnes Dennig Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Barnes Dennig Private 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
Q2 		$8.57K Buy
12
+10
+500% +$6.67K 0.01% 251
2026
Q1 		$1.48K Hold
2
– – ﹤0.01% 289
2025
Q4 		$1.55K Hold
2
– – ﹤0.01% 291
2025
Q3 		$1.5K Hold
2
– – ﹤0.01% 283
2025
Q2 		$1.39K Buy
+2
New +$1.05K ﹤0.01% 280

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Barnes Dennig Private Wealth Management's VOO Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 500% in Q2 2026, buying an estimated $6.67K and bringing the position to 12 shares worth $8.57K. The position accounts for 0.01% of the portfolio, ranked #251.

Barnes Dennig Private Wealth Management first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 12 shares of Vanguard S&P 500 ETF worth $8.57K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
  • Vanguard S&P 500 ETF made up 0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.