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

BCO 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 		$423K Buy
+616
New +$411K 0.23% 27
2025
Q1 		– Sell
-383
Closed -$206K – 34
2024
Q4 		$206K Buy
+383
New +$207K 0.17% 33

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

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

BCO Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 616 shares worth $423K. The stake represents 0.23% of the portfolio and ranks #27 among its holdings. This is a return to the name: BCO Wealth Management previously reported a position in VOO as recently as Q4 2024.

BCO Wealth Management first reported a position in VOO in Q4 2024 and has held it in 2 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • BCO Wealth Management held 616 shares of Vanguard S&P 500 ETF worth $423K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new BCO Wealth Management position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.23% of BCO Wealth Management's portfolio in Q2 2026, its #27 holding.
  • BCO Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.