BRG
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Bay Rivers Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bay Rivers Group’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 		$1.08M Sell
1,567
-574
-27% -$383K 0.37% 46
2026
Q1 		$1.28M Buy
2,141
+165
+8% +$103K 0.53% 39
2025
Q4 		$1.24M Buy
1,976
+327
+20% +$203K 0.5% 42
2025
Q3 		$1.01M Buy
1,649
+662
+67% +$390K 0.43% 43
2025
Q2 		$560K Buy
987
+4
+0.4% +$2.1K 0.26% 54
2025
Q1 		$505K Sell
983
-56
-5% -$30.3K 0.26% 56
2024
Q4 		$560K Sell
1,039
-41
-4% -$22.2K 0.27% 51
2024
Q3 		$570K Hold
1,080
– – 0.28% 50
2024
Q2 		$540K Sell
1,080
-30
-3% -$14.4K 0.28% 47
2024
Q1 		$533K Sell
1,110
-27
-2% -$12.4K 0.29% 50
2023
Q4 		$496K Buy
1,137
+7
+0.6% +$2.87K 0.31% 49
2023
Q3 		$444K Buy
1,130
+100
+10% +$40.9K 0.34% 48
2023
Q2 		$419K Hold
1,030
– – 0.31% 47
2023
Q1 		$387K Hold
1,030
– – 0.34% 47
2022
Q4 		$362K Hold
1,030
– – 0.37% 46
2022
Q3 		$338K Buy
1,030
+6
+0.6% +$2.19K 0.34% 50
2022
Q2 		$355K Sell
1,024
-109
-10% -$41.1K 0.32% 53
2022
Q1 		$470K Sell
1,133
-30
-3% -$12.3K 0.34% 57
2021
Q4 		$508K Sell
1,163
-59
-5% -$24.9K 0.31% 63
2021
Q3 		$482K Buy
1,222
+25
+2% +$10.1K 0.33% 63
2021
Q2 		$471K Sell
1,197
-7,866
-87% -$3.02M 0.33% 59
2021
Q1 		$3.3M Buy
9,063
+20
+0.2% +$7.09K 2.57% 12
2020
Q4 		$3.11M Sell
9,043
-4,264
-32% -$1.39M 2.6% 10
2020
Q3 		$4.09M Sell
13,307
-566
-4% -$172K 3.85% 6
2020
Q2 		$3.93M Buy
+13,873
New +$3.73M 4.07% 5

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Bay Rivers Group's VOO Position: Q2 2026 in Review

Bay Rivers Group reduced its Vanguard S&P 500 ETF (VOO) stake by 27% in Q2 2026, selling an estimated $383K and leaving 1,567 shares worth $1.08M. The position accounts for 0.37% of the portfolio, ranked #46.

Bay Rivers Group first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.09M in Q3 2020. 1,099 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bay Rivers Group held 1,567 shares of Vanguard S&P 500 ETF worth $1.08M as of Q2 2026.
  • Bay Rivers Group sold 574 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $383K.
  • Vanguard S&P 500 ETF made up 0.37% of Bay Rivers Group's portfolio in Q2 2026, its #46 holding.
  • Bay Rivers Group first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • Bay Rivers Group's Vanguard S&P 500 ETF position peaked at $4.09M in Q3 2020.
  • 1,099 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.