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Barnes Pettey Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Barnes Pettey Financial Advisors’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 		$5.11M Buy
7,444
+318
+4% +$212K 1.6% 16
2026
Q1 		$4.26M Sell
7,126
-89
-1% -$55.7K 1.86% 8
2025
Q4 		$4.52M Buy
7,215
+562
+8% +$349K 2.24% 8
2025
Q3 		$4.07M Buy
6,653
+823
+14% +$485K 2.23% 9
2025
Q2 		$3.31M Buy
5,830
+446
+8% +$234K 2.21% 12
2025
Q1 		$2.77M Sell
5,384
-99
-2% -$53.5K 2.15% 12
2024
Q4 		$2.95M Sell
5,483
-202
-4% -$109K 2.26% 12
2024
Q3 		$3M Buy
5,685
+21
+0.4% +$10.7K 2.39% 11
2024
Q2 		$2.83M Sell
5,664
-176
-3% -$84.7K 2.44% 10
2024
Q1 		$2.81M Sell
5,840
-1,284
-18% -$588K 2.43% 9
2023
Q4 		$3.11M Buy
7,124
+70
+1% +$28.7K 2.53% 10
2023
Q3 		$2.77M Sell
7,054
-203
-3% -$83K 2.54% 10
2023
Q2 		$2.96M Buy
7,257
+511
+8% +$197K 2.56% 8
2023
Q1 		$2.54M Hold
6,746
– – 2.42% 8
2022
Q4 		$2.37M Buy
6,746
+491
+8% +$173K 2.44% 9
2022
Q3 		$2.05M Buy
6,255
+1,601
+34% +$585K 2.81% 6
2022
Q2 		$1.61M Buy
4,654
+742
+19% +$280K 2.08% 13
2022
Q1 		$1.62M Buy
3,912
+1,545
+65% +$632K 1.97% 11
2021
Q4 		$1.03M Buy
+2,367
New +$999K 1.19% 18

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Barnes Pettey Financial Advisors's VOO Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q2 2026, buying an estimated $212K and bringing the position to 7,444 shares worth $5.11M. The position accounts for 1.6% of the portfolio, ranked #16.

Barnes Pettey Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Barnes Pettey Financial Advisors held 7,444 shares of Vanguard S&P 500 ETF worth $5.11M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 318 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $212K.
  • Vanguard S&P 500 ETF made up 1.6% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Barnes Pettey Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.