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

Benchmark 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
2025 Q2	$25.7M	Buy	45,171 +5,048	+13%	+$2.65M	11.4%	3
2025 Q1	$20.6M	Buy	40,123 +2,272	+6%	+$1.23M	9.98%	3
2024 Q4	$20.4M	Buy	37,851 +45	+0.1%	+$24.4K	10.04%	3
2024 Q3	$19.9M	Buy	37,806 +1,385	+4%	+$704K	9.85%	4
2024 Q2	$18.2M	Buy	36,421 +1,776	+5%	+$855K	9.71%	4
2024 Q1	$16.7M	Buy	34,645 +38	+0.1%	+$17.4K	9.08%	4
2023 Q4	$15.1M	Buy	34,607 +6,283	+22%	+$2.57M	8.94%	4
2023 Q3	$11.1M	Sell	28,324 -602	-2%	-$246K	7.1%	4
2023 Q2	$11.8M	Buy	28,926 +290	+1%	+$112K	7.11%	4
2023 Q1	$10.9M	Buy	28,636 +25,148	+721%	+$9.22M	6.92%	4
2022 Q4	$1.23M	Buy	+3,488	New	+$1.23M	0.88%	18

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Benchmark Wealth Management's VOO Position: Q2 2025 in Review

Benchmark Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2025, buying an estimated $2.65M and bringing the position to 45,171 shares worth $25.7M. The position accounts for 11.4% of the portfolio, ranked #3.

Benchmark Wealth Management first reported a position in VOO in Q4 2022 and has held it in 11 quarters since. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Benchmark Wealth Management held 45,171 shares of Vanguard S&P 500 ETF worth $25.7M as of Q2 2025.
Benchmark Wealth Management bought 5,048 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $2.65M.
Vanguard S&P 500 ETF made up 11.4% of Benchmark Wealth Management's portfolio in Q2 2025, its #3 holding.
Benchmark Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.