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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
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 		$9.94M 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

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

BCS Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q2 2026, buying an estimated $1.77M and bringing the position to 83,736 shares worth $57.5M. The position accounts for 10.36% of the portfolio, ranked #1.

BCS Wealth Management first reported a position in VOO in Q4 2019 and has held it in 23 quarters since. The position peaked at $95.2M in Q4 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • BCS Wealth Management held 83,736 shares of Vanguard S&P 500 ETF worth $57.5M as of Q2 2026.
  • BCS Wealth Management bought 2,649 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.77M.
  • Vanguard S&P 500 ETF made up 10.36% of BCS Wealth Management's portfolio in Q2 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 23 quarters since.
  • BCS Wealth Management's Vanguard S&P 500 ETF position peaked at $95.2M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.