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

BCS 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	$62.4M	Buy	89,088 +5,352	+6%	+$3.74M	11.09%	1
2026 Q2	$57.5M	Buy	83,736 +2,649	+3%	+$1.77M	10.36%	1
2026 Q1	$48.5M	Sell	81,087 -70,728	-47%	-$44.2M	9.89%	1
2025 Q4	$95.2M	Buy	151,815 +82,088	+118%	+$51M	9.62%	1
2025 Q3	$42.7M	Buy	69,727 +2,809	+4%	+$1.66M	9.62%	1
2025 Q2	$38M	Buy	66,918 +10,183	+18%	+$5.35M	8.18%	1
2025 Q1	$29.2M	Buy	56,735 +5,676	+11%	+$3.07M	7.5%	1
2024 Q4	$27.5M	Buy	+51,059	New	+$27.7M	6.84%	1
2024 Q2	–	Sell	-33,694	Closed	-$16.2M	–	229
2024 Q1	$16.2M	Buy	33,694 +7,311	+28%	+$3.35M	5.2%	1
2023 Q4	$11.5M	Buy	26,383 +1,078	+4%	+$441K	4.24%	2
2023 Q3	$9.9M	Buy	+25,305	New	+$10.3M	4.14%	2
2023 Q2	–	Sell	-24,615	Closed	-$9.26M	–	171
2023 Q1	$9.26M	Sell	24,615 -25,854	-51%	-$9.48M	4.18%	3
2022 Q4	$17.7M	Buy	50,469 +2,606	+5%	+$921K	7.42%	1
2022 Q3	$15.7M	Buy	47,863 +627	+1%	+$229K	7.39%	1
2022 Q2	$16.4M	Buy	47,236 +2,065	+5%	+$778K	7.28%	1
2022 Q1	$18.8M	Buy	45,171 +2,566	+6%	+$1.05M	7.77%	1
2021 Q4	$18.6M	Sell	42,605 -772	-2%	-$326K	6.67%	1
2021 Q3	$17.1M	Buy	+43,377	New	+$17.6M	7.26%	1
2021 Q2	–	Sell	-49,590	Closed	-$18.1M	–	167
2021 Q1	$18.1M	Sell	49,590 -1,282	-3%	-$455K	8.57%	1
2020 Q4	$17.5M	Buy	50,872 +2,415	+5%	+$787K	9.08%	1
2020 Q3	$14.9M	Sell	48,457 -2,521	-5%	-$768K	8.43%	1
2020 Q2	$14.4M	Buy	50,978 +665	+1%	+$179K	8.66%	1
2020 Q1	$11.9M	Buy	50,313 +5,594	+13%	+$1.57M	8.35%	1
2019 Q4	$13.2M	Buy	+44,719	New	+$12.6M	8.82%	1

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

BCS Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.4% in Q3 2026, buying an estimated $3.74M and bringing the position to 89,088 shares worth $62.4M. The position accounts for 11.09% of the portfolio, ranked #1.

BCS Wealth Management first reported a position in VOO in Q4 2019 and has held it in 24 quarters since. The position peaked at $95.2M in Q4 2025. 2,259 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

BCS Wealth Management held 89,088 shares of Vanguard S&P 500 ETF worth $62.4M as of Q3 2026.
BCS Wealth Management bought 5,352 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.74M.
Vanguard S&P 500 ETF made up 11.09% of BCS Wealth Management's portfolio in Q3 2026, its #1 holding.
BCS Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
BCS Wealth Management's Vanguard S&P 500 ETF position peaked at $95.2M in Q4 2025.
2,259 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.