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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bearing Point Capital's VOO Position: Q1 2026 in Review

Bearing Point Capital increased its Vanguard S&P 500 ETF (VOO) stake by 161% in Q1 2026, buying an estimated $1.11M and bringing the position to 2,878 shares worth $1.72M. The position accounts for 0.27% of the portfolio, ranked #80.

Bearing Point Capital first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Bearing Point Capital held 2,878 shares of Vanguard S&P 500 ETF worth $1.72M as of Q1 2026.
Bearing Point Capital bought 1,777 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.11M.
Vanguard S&P 500 ETF made up 0.27% of Bearing Point Capital's portfolio in Q1 2026, its #80 holding.
Bearing Point Capital first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.