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Berkshire Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Berkshire Bank’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 		$741K Hold
1,079
– – 0.14% 87
2026
Q1 		$645K Buy
1,079
+375
+53% +$235K 0.13% 95
2025
Q4 		$441K Hold
704
– – 0.09% 110
2025
Q3 		$431K Buy
+704
New +$415K 0.09% 107

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Berkshire Bank's VOO Position: Q2 2026 in Review

Berkshire Bank held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,079 shares worth $741K. The position accounts for 0.14% of the portfolio, ranked #87.

Berkshire Bank first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Berkshire Bank held 1,079 shares of Vanguard S&P 500 ETF worth $741K as of Q2 2026.
  • Berkshire Bank left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.14% of Berkshire Bank's portfolio in Q2 2026, its #87 holding.
  • Berkshire Bank first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.