Bedel Financial Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Bedel Financial Consulting’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	$3.88M	Buy	5,652 +190	+3%	+$127K	0.36%	37
2026 Q1	$3.26M	Buy	5,462 +344	+7%	+$215K	0.37%	39
2025 Q4	$3.21M	Buy	5,118 +960	+23%	+$597K	0.35%	37
2025 Q3	$2.55M	Buy	4,158 +281	+7%	+$166K	0.33%	44
2025 Q2	$2.2M	Buy	3,877 +629	+19%	+$331K	0.3%	44
2025 Q1	$1.67M	Buy	3,248 +296	+10%	+$160K	0.24%	56
2024 Q4	$1.64M	Sell	2,952 -26	-0.9%	-$14.1K	0.23%	59
2024 Q3	$1.57M	Buy	2,978 +38	+1%	+$19.3K	0.22%	59
2024 Q2	$1.47M	Buy	2,940 +92	+3%	+$44.3K	0.22%	57
2024 Q1	$1.37M	Sell	2,848 -25	-0.9%	-$11.4K	0.21%	64
2023 Q4	$1.25M	Buy	2,873 +7	+0.2%	+$2.87K	0.23%	60
2023 Q3	$1.13M	Buy	2,866 +139	+5%	+$56.8K	0.23%	61
2023 Q2	$1.11M	Buy	2,727 +29	+1%	+$11.2K	0.23%	62
2023 Q1	$1.01M	Buy	2,698 +192	+8%	+$70.4K	0.25%	62
2022 Q4	$881K	Sell	2,506 -76	-3%	-$26.8K	0.22%	65
2022 Q3	$901K	Buy	2,582 +139	+6%	+$50.8K	0.24%	60
2022 Q2	$847K	Buy	2,443 +270	+12%	+$102K	0.25%	53
2022 Q1	$902K	Buy	2,173 +1	+0%	+$409	0.28%	54
2021 Q4	$948K	Sell	2,172 -46	-2%	-$19.4K	0.29%	54
2021 Q3	$875K	Buy	2,218 +23	+1%	+$9.33K	0.3%	50
2021 Q2	$864K	Sell	2,195 -27	-1%	-$10.4K	0.3%	48
2021 Q1	$810K	Sell	2,222 -52	-2%	-$18.4K	0.31%	50
2020 Q4	$781K	Sell	2,274 -14	-0.6%	-$4.56K	0.35%	44
2020 Q3	$704K	Buy	2,288 +7	+0.3%	+$2.13K	0.35%	42
2020 Q2	$646K	Buy	2,281 +67	+3%	+$18K	0.35%	45
2020 Q1	$524K	Buy	2,214 +1	+0%	+$280	0.35%	44
2019 Q4	$655K	Sell	2,213 -22	-1%	-$6.22K	0.37%	45
2019 Q3	$609K	Hold	2,235	–	–	0.37%	52
2019 Q2	$602K	Buy	2,235 +337	+18%	+$89.2K	0.37%	52
2019 Q1	$493K	Hold	1,898	–	–	0.31%	63
2018 Q4	$436K	Hold	1,898	–	–	0.31%	62
2018 Q3	$488K	Hold	1,898	–	–	0.33%	61
2018 Q2	$474K	Sell	1,898 -142	-7%	-$35.2K	0.35%	60
2018 Q1	$494K	Hold	2,040	–	–	0.38%	54
2017 Q4	$500K	Buy	+2,040	New	+$488K	0.45%	53

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Bedel Financial Consulting's VOO Position: Q2 2026 in Review

Bedel Financial Consulting increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, buying an estimated $127K and bringing the position to 5,652 shares worth $3.88M. The position accounts for 0.36% of the portfolio, ranked #37.

Bedel Financial Consulting first reported a position in VOO in Q4 2017 and has held it in 35 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bedel Financial Consulting held 5,652 shares of Vanguard S&P 500 ETF worth $3.88M as of Q2 2026.
Bedel Financial Consulting bought 190 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $127K.
Vanguard S&P 500 ETF made up 0.36% of Bedel Financial Consulting's portfolio in Q2 2026, its #37 holding.
Bedel Financial Consulting first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.