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

Berkeley 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 		$2.23M Sell
3,246
-47
-1% -$31.3K 0.7% 34
2026
Q1 		$1.97M Sell
3,293
-349
-10% -$218K 0.66% 35
2025
Q4 		$2.28M Sell
3,642
-143
-4% -$88.9K 0.73% 35
2025
Q3 		$2.32M Sell
3,785
-485
-11% -$286K 0.75% 35
2025
Q2 		$2.43M Sell
4,270
-1,140
-21% -$599K 0.87% 34
2025
Q1 		$2.78M Sell
5,410
-785
-13% -$424K 1.3% 26
2024
Q4 		$3.34M Sell
6,195
-4,585
-43% -$2.48M 1.73% 22
2024
Q3 		$5.69M Buy
10,780
+5,373
+99% +$2.73M 1.66% 23
2024
Q2 		$2.7M Sell
5,407
-173
-3% -$83.2K 1.68% 23
2024
Q1 		$2.68M Sell
5,580
-85
-2% -$38.9K 1.62% 23
2023
Q4 		$2.47M Buy
5,665
+268
+5% +$110K 1.56% 24
2023
Q3 		$2.12M Buy
5,397
+635
+13% +$260K 1.45% 22
2023
Q2 		$1.94M Buy
4,762
+397
+9% +$153K 1.31% 23
2023
Q1 		$1.64M Buy
4,365
+907
+26% +$333K 1.19% 25
2022
Q4 		$1.21M Buy
3,458
+288
+9% +$102K 0.92% 28
2022
Q3 		$1.04M Buy
3,170
+125
+4% +$45.7K 0.88% 28
2022
Q2 		$1.06M Buy
+3,045
New +$1.15M 0.85% 33

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Berkeley Inc's VOO Position: Q2 2026 in Review

Berkeley Inc reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q2 2026, selling an estimated $31.3K and leaving 3,246 shares worth $2.23M. The position accounts for 0.7% of the portfolio, ranked #34.

Berkeley Inc first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.69M in Q3 2024. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Berkeley Inc held 3,246 shares of Vanguard S&P 500 ETF worth $2.23M as of Q2 2026.
  • Berkeley Inc sold 47 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
  • Vanguard S&P 500 ETF made up 0.7% of Berkeley Inc's portfolio in Q2 2026, its #34 holding.
  • Berkeley Inc first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Berkeley Inc's Vanguard S&P 500 ETF position peaked at $5.69M in Q3 2024.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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