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 Q3	$402K	Sell	574 -42	-7%	-$29.3K	0.22%	24
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

BCO Wealth Management's VOO Position: Q3 2026 in Review

BCO Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q3 2026, selling an estimated $29.3K and leaving 574 shares worth $402K. The position accounts for 0.22% of the portfolio, ranked #24.

BCO Wealth Management first reported a position in VOO in Q4 2024 and has held it in 3 quarters since. The position peaked at $423K in Q2 2026. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

BCO Wealth Management held 574 shares of Vanguard S&P 500 ETF worth $402K as of Q3 2026.
BCO Wealth Management sold 42 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $29.3K.
Vanguard S&P 500 ETF made up 0.22% of BCO Wealth Management's portfolio in Q3 2026, its #24 holding.
BCO Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
BCO Wealth Management's Vanguard S&P 500 ETF position peaked at $423K in Q2 2026.
1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.