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BCGM Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

BCGM 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 		$7.48M Sell
10,886
-3
-0% -$2K 1.58% 12
2026
Q1 		$6.51M Buy
10,889
+98
+0.9% +$61.3K 1.63% 13
2025
Q4 		$6.77M Buy
10,791
+23
+0.2% +$14.3K 1.73% 12
2025
Q3 		$6.59M Sell
10,768
-17
-0.2% -$10K 1.72% 13
2025
Q2 		$6.13M Sell
10,785
-206
-2% -$108K 1.73% 12
2025
Q1 		$5.65M Sell
10,991
-364
-3% -$197K 1.74% 11
2024
Q4 		$6.12M Sell
11,355
-446
-4% -$242K 1.94% 11
2024
Q3 		$6.23M Sell
11,801
-172
-1% -$87.4K 2.02% 10
2024
Q2 		$5.99M Sell
11,973
-88
-0.7% -$42.3K 2.07% 10
2024
Q1 		$5.8M Sell
12,061
-224
-2% -$103K 2.08% 10
2023
Q4 		$5.37M Sell
12,285
-196
-2% -$80.2K 2.18% 10
2023
Q3 		$4.9M Sell
12,481
-2,535
-17% -$1.04M 2.25% 9
2023
Q2 		$6.12M Buy
15,016
+5,289
+54% +$2.04M 2.69% 8
2023
Q1 		$3.66M Sell
9,727
-6,980
-42% -$2.56M 1.85% 15
2022
Q4 		$5.87M Sell
16,707
-960
-5% -$339K 2.85% 8
2022
Q3 		$6.09M Sell
17,667
-2,561
-13% -$935K 3.04% 6
2022
Q2 		$7.66M Sell
20,228
-403
-2% -$152K 3.89% 7
2022
Q1 		$7.81M Buy
20,631
+469
+2% +$192K 4.25% 3
2021
Q4 		$8.8M Buy
20,162
+190
+1% +$80.2K 4.73% 3
2021
Q3 		$8.43M Sell
19,972
-809
-4% -$328K 4.69% 4
2021
Q2 		$8.38M Sell
20,781
-562
-3% -$216K 4.97% 4
2021
Q1 		$8.09M Sell
21,343
-920
-4% -$326K 5.53% 3
2020
Q4 		$8.04M Buy
+22,263
New +$7.26M 5.69% 4

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

BCGM Wealth Management's VOO Position: Q2 2026 in Review

BCGM Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.03% in Q2 2026, selling an estimated $2K and leaving 10,886 shares worth $7.48M. The position accounts for 1.58% of the portfolio, ranked #12.

BCGM Wealth Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.8M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • BCGM Wealth Management held 10,886 shares of Vanguard S&P 500 ETF worth $7.48M as of Q2 2026.
  • BCGM Wealth Management sold 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
  • Vanguard S&P 500 ETF made up 1.58% of BCGM Wealth Management's portfolio in Q2 2026, its #12 holding.
  • BCGM Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's Vanguard S&P 500 ETF position peaked at $8.8M in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.