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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Berkeley Inc's VOO Position: Q1 2026 in Review

Berkeley Inc reduced its Vanguard S&P 500 ETF (VOO) stake by 9.6% in Q1 2026, selling an estimated $218K and leaving 3,293 shares worth $1.97M. The position accounts for 0.66% of the portfolio, ranked #35.

Berkeley Inc first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.69M in Q3 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Berkeley Inc held 3,293 shares of Vanguard S&P 500 ETF worth $1.97M as of Q1 2026.
  • Berkeley Inc sold 349 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $218K.
  • Vanguard S&P 500 ETF made up 0.66% of Berkeley Inc's portfolio in Q1 2026, its #35 holding.
  • Berkeley Inc first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
  • Berkeley Inc's Vanguard S&P 500 ETF position peaked at $5.69M in Q3 2024.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.