Benjamin Edwards Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Benjamin Edwards Inc’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	$23M	Buy	33,421 +8,728	+35%	+$5.82M	0.21%	128
2026 Q1	$14.8M	Buy	24,693 +187	+0.8%	+$117K	0.15%	163
2025 Q4	$15.4M	Buy	24,506 +1,211	+5%	+$753K	0.17%	146
2025 Q3	$14.3M	Sell	23,295 -1,207	-5%	-$711K	0.16%	144
2025 Q2	$13.9M	Buy	24,502 +8,644	+55%	+$4.54M	0.18%	131
2025 Q1	$8.15M	Buy	15,858 +1,405	+10%	+$760K	0.11%	186
2024 Q4	$7.79M	Sell	14,453 -236	-2%	-$128K	0.11%	193
2024 Q3	$7.75M	Buy	+14,689	New	+$7.47M	0.11%	194

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

Benjamin Edwards Inc's VOO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard S&P 500 ETF (VOO) stake by 35% in Q2 2026, buying an estimated $5.82M and bringing the position to 33,421 shares worth $23M. The position accounts for 0.21% of the portfolio, ranked #128.

Benjamin Edwards Inc first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Benjamin Edwards Inc held 33,421 shares of Vanguard S&P 500 ETF worth $23M as of Q2 2026.
Benjamin Edwards Inc bought 8,728 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.82M.
Vanguard S&P 500 ETF made up 0.21% of Benjamin Edwards Inc's portfolio in Q2 2026, its #128 holding.
Benjamin Edwards Inc first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.