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

Beaird Harris 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	$107M	Buy	156,202 +1,941	+1%	+$1.29M	6.72%	4
2026 Q1	$92.2M	Buy	154,261 +8,175	+6%	+$5.11M	6.27%	4
2025 Q4	$91.6M	Buy	146,086 +12,038	+9%	+$7.48M	6.31%	4
2025 Q3	$82.1M	Buy	134,048 +19,301	+17%	+$11.4M	5.82%	4
2025 Q2	$65.2M	Buy	114,747 +7,084	+7%	+$3.72M	5.04%	4
2025 Q1	$55.3M	Buy	107,663 +11,503	+12%	+$6.22M	4.7%	4
2024 Q4	$51.8M	Buy	96,160 +7,067	+8%	+$3.83M	4.47%	6
2024 Q3	$47M	Buy	89,093 +12,394	+16%	+$6.3M	4.11%	7
2024 Q2	$38.4M	Buy	76,699 +19,132	+33%	+$9.21M	3.61%	10
2024 Q1	$27.7M	Buy	57,567 +4,593	+9%	+$2.1M	2.7%	14
2023 Q4	$23.1M	Buy	52,974 +3,813	+8%	+$1.56M	2.43%	15
2023 Q3	$19.3M	Buy	49,161 +3,650	+8%	+$1.49M	2.31%	17
2023 Q2	$18.5M	Sell	45,511 -825	-2%	-$318K	2.22%	17
2023 Q1	$17.4M	Buy	46,336 +5,434	+13%	+$1.99M	3.13%	13
2022 Q4	$14.4M	Buy	40,902 +6,211	+18%	+$2.19M	2.69%	15
2022 Q3	$11.4M	Buy	34,691 +3,054	+10%	+$1.12M	2.5%	14
2022 Q2	$11M	Buy	31,637 +13,088	+71%	+$4.93M	3.02%	10
2022 Q1	$7.7M	Buy	18,549 +12,107	+188%	+$4.96M	2.78%	6
2021 Q4	$2.81M	Buy	+6,442	New	+$2.72M	1.03%	13

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Beaird Harris Wealth Management's VOO Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, buying an estimated $1.29M and bringing the position to 156,202 shares worth $107M. The position accounts for 6.72% of the portfolio, ranked #4.

Beaird Harris Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Beaird Harris Wealth Management held 156,202 shares of Vanguard S&P 500 ETF worth $107M as of Q2 2026.
Beaird Harris Wealth Management bought 1,941 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.29M.
Vanguard S&P 500 ETF made up 6.72% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #4 holding.
Beaird Harris Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.