Bearing Point Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Bearing Point Capital’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	$2.21M	Buy	3,219 +341	+12%	+$227K	0.3%	72
2026 Q1	$1.72M	Buy	2,878 +1,777	+161%	+$1.11M	0.27%	80
2025 Q4	$690K	Buy	1,101 +1	+0.1%	+$621	0.11%	117
2025 Q3	$674K	Hold	1,100	–	–	0.12%	107
2025 Q2	$625K	Hold	1,100	–	–	0.12%	109
2025 Q1	$565K	Hold	1,100	–	–	0.12%	117
2024 Q4	$593K	Buy	+1,100	New	+$596K	0.12%	109

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

Bearing Point Capital's VOO Position: Q2 2026 in Review

Bearing Point Capital increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $227K and bringing the position to 3,219 shares worth $2.21M. The position accounts for 0.3% of the portfolio, ranked #72.

Bearing Point Capital first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bearing Point Capital held 3,219 shares of Vanguard S&P 500 ETF worth $2.21M as of Q2 2026.
Bearing Point Capital bought 341 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $227K.
Vanguard S&P 500 ETF made up 0.3% of Bearing Point Capital's portfolio in Q2 2026, its #72 holding.
Bearing Point Capital first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.