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

Bernard 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
2026 Q2	$207K	Buy	301 +100	+50%	+$66.7K	0.08%	65
2026 Q1	$120K	Buy	201 +150	+294%	+$93.8K	0.05%	85
2025 Q4	$32K	Sell	51 -3	-6%	-$1.86K	0.01%	150
2025 Q3	$32.9K	Hold	54	–	–	0.01%	145
2025 Q2	$30.4K	Buy	+54	New	+$28.4K	0.01%	149

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

Bernard Wealth Management's VOO Position: Q2 2026 in Review

Bernard Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 50% in Q2 2026, buying an estimated $66.7K and bringing the position to 301 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #65.

Bernard Wealth Management first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bernard Wealth Management held 301 shares of Vanguard S&P 500 ETF worth $207K as of Q2 2026.
Bernard Wealth Management bought 100 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $66.7K.
Vanguard S&P 500 ETF made up 0.08% of Bernard Wealth Management's portfolio in Q2 2026, its #65 holding.
Bernard Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.