Bartlett & Co Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $248M | Buy |
361,789
+2,818
| +0.8% | +$1.88M | 3.11% | 4 |
|
|
2026
Q1 | $237M | Buy |
358,971
+22,891
| +7% | +$14.3M | 3.03% | 5 |
|
|
2025
Q4 | $211M | Buy |
336,080
+455
| +0.1% | +$283K | 2.76% | 6 |
|
|
2025
Q3 | $206M | Sell |
335,625
-5,902
| -2% | -$3.48M | 2.73% | 6 |
|
|
2025
Q2 | $195M | Buy |
341,527
+16,402
| +5% | +$8.62M | 2.72% | 6 |
|
|
2025
Q1 | $167M | Buy |
325,125
+9,149
| +3% | +$4.95M | 2.46% | 8 |
|
|
2024
Q4 | $170M | Buy |
315,976
+1,776
| +0.6% | +$962K | 2.47% | 9 |
|
|
2024
Q3 | $166M | Buy |
314,200
+60,892
| +24% | +$31M | 2.39% | 6 |
|
|
2024
Q2 | $127M | Buy |
253,308
+6,976
| +3% | +$3.36M | 1.93% | 11 |
|
|
2024
Q1 | $118M | Buy |
246,332
+4,491
| +2% | +$2.06M | 1.82% | 13 |
|
|
2023
Q4 | $106M | Buy |
241,841
+5,357
| +2% | +$2.19M | 1.72% | 15 |
|
|
2023
Q3 | $93.2M | Sell |
236,484
-1,955
| -0.8% | -$799K | 1.67% | 14 |
|
|
2023
Q2 | $97.5M | Buy |
238,439
+3,748
| +2% | +$1.45M | 1.69% | 12 |
|
|
2023
Q1 | $88.3M | Buy |
234,691
+2,606
| +1% | +$956K | 1.7% | 12 |
|
|
2022
Q4 | $81.5M | Buy |
232,085
+17,195
| +8% | +$6.07M | 1.64% | 14 |
|
|
2022
Q3 | $70.9M | Buy |
214,890
+9,652
| +5% | +$3.53M | 1.52% | 15 |
|
|
2022
Q2 | $71.5M | Buy |
205,238
+10,095
| +5% | +$3.8M | 1.45% | 16 |
|
|
2022
Q1 | $81M | Buy |
195,143
+1,719
| +0.9% | +$704K | 1.42% | 18 |
|
|
2021
Q4 | $84.4M | Sell |
193,424
-2,479
| -1% | -$1.05M | 1.43% | 18 |
|
|
2021
Q3 | $77.5M | Buy |
195,903
+3,604
| +2% | +$1.46M | 1.48% | 16 |
|
|
2021
Q2 | $75.9M | Sell |
192,299
-16,392
| -8% | -$6.29M | 1.45% | 16 |
|
|
2021
Q1 | $76M | Buy |
208,691
+11,070
| +6% | +$3.93M | 1.53% | 17 |
|
|
2020
Q4 | $67.9M | Buy |
197,621
+7,130
| +4% | +$2.32M | 1.45% | 16 |
|
|
2020
Q3 | $58.9M | Buy |
190,491
+2,351
| +1% | +$716K | 1.38% | 19 |
|
|
2020
Q2 | $53.6M | Buy |
188,140
+8,479
| +5% | +$2.28M | 1.4% | 17 |
|
|
2020
Q1 | $42.5M | Buy |
179,661
+21,727
| +14% | +$6.09M | 1.3% | 22 |
|
|
2019
Q4 | $46.7M | Buy |
157,934
+8,764
| +6% | +$2.48M | 1.14% | 24 |
|
|
2019
Q3 | $40.9M | Buy |
149,170
+10,697
| +8% | +$2.9M | 1.07% | 24 |
|
|
2019
Q2 | $37.5M | Buy |
138,473
+3,028
| +2% | +$801K | 1.4% | 20 |
|
|
2019
Q1 | $35.2M | Buy |
135,445
+4,021
| +3% | +$1M | 1.35% | 23 |
|
|
2018
Q4 | $30.2M | Buy |
131,424
+12,645
| +11% | +$3.13M | 1.29% | 27 |
|
|
2018
Q3 | $31.9M | Buy |
118,779
+8,754
| +8% | +$2.29M | 1.19% | 29 |
|
|
2018
Q2 | $27.6M | Buy |
110,025
+6,027
| +6% | +$1.5M | 1.12% | 31 |
|
|
2018
Q1 | $25.2M | Buy |
+103,998
| New | +$26.1M | 1.04% | 39 |
|
Other funds holding VOO
AA
Bartlett & Co Wealth Management's VOO Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.79% in Q2 2026, buying an estimated $1.88M and bringing the position to 361,789 shares worth $248M. The position accounts for 3.11% of the portfolio, ranked #4.
Bartlett & Co Wealth Management first reported a position in VOO in Q1 2018 and has held it in 34 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Bartlett & Co Wealth Management held 361,789 shares of Vanguard S&P 500 ETF worth $248M as of Q2 2026.
- Bartlett & Co Wealth Management bought 2,818 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.88M.
- Vanguard S&P 500 ETF made up 3.11% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #4 holding.
- Bartlett & Co Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.