Bellwether Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bellwether Advisors’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	$395K	Buy	660 +4	+0.6%	+$2.5K	0.07%	119
2025 Q4	$411K	Sell	656 -33	-5%	-$20.5K	0.07%	92
2025 Q3	$422K	Buy	689 +1	+0.1%	+$589	0.07%	99
2025 Q2	$391K	Sell	688 -8	-1%	-$4.2K	0.07%	90
2025 Q1	$358K	Hold	696	–	–	0.07%	94
2024 Q4	$375K	Hold	696	–	–	0.07%	98
2024 Q3	$367K	Hold	696	–	–	0.07%	94
2024 Q2	$348K	Sell	696 -196	-22%	-$94.3K	0.07%	96
2024 Q1	$429K	Hold	892	–	–	0.09%	95
2023 Q4	$390K	Sell	892 -4	-0.4%	-$1.64K	0.1%	96
2023 Q3	$352K	Buy	896 +4	+0.4%	+$1.64K	0.1%	96
2023 Q2	$363K	Hold	892	–	–	0.11%	71
2023 Q1	$335K	Sell	892 -38	-4%	-$13.9K	0.09%	108
2022 Q4	$327K	Sell	930 -27	-3%	-$9.54K	0.09%	104
2022 Q3	$314K	Sell	957 -101	-10%	-$36.9K	0.1%	91
2022 Q2	$366K	Hold	1,058	–	–	0.12%	92
2022 Q1	$439K	Hold	1,058	–	–	0.13%	112
2021 Q4	$461K	Buy	1,058 +51	+5%	+$21.5K	0.14%	97
2021 Q3	$397K	Hold	1,007	–	–	0.13%	121
2021 Q2	$396K	Buy	1,007 +589	+141%	+$226K	0.14%	103
2021 Q1	$152K	Hold	418	–	–	0.06%	121
2020 Q4	$143K	Buy	+418	New	+$136K	0.06%	117

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

Bellwether Advisors's VOO Position: Q1 2026 in Review

Bellwether Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.61% in Q1 2026, buying an estimated $2.5K and bringing the position to 660 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #119.

Bellwether Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $461K in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Bellwether Advisors held 660 shares of Vanguard S&P 500 ETF worth $395K as of Q1 2026.
Bellwether Advisors bought 4 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.5K.
Vanguard S&P 500 ETF made up 0.07% of Bellwether Advisors's portfolio in Q1 2026, its #119 holding.
Bellwether Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Bellwether Advisors's Vanguard S&P 500 ETF position peaked at $461K in Q4 2021.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.