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Bernardo Wealth Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Bernardo Wealth Planning’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 		$1.63M Buy
2,368
+101
+4% +$67.3K 0.28% 45
2026
Q1 		$1.35M Buy
2,267
+75
+3% +$46.9K 0.27% 44
2025
Q4 		$1.37M Hold
2,192
– – 0.26% 47
2025
Q3 		$1.34M Buy
2,192
+8
+0.4% +$4.72K 0.26% 45
2025
Q2 		$1.24M Hold
2,184
– – 0.27% 44
2025
Q1 		$1.12M Buy
2,184
+6
+0.3% +$3.24K 0.27% 40
2024
Q4 		$1.16M Buy
2,178
+23
+1% +$12.5K 0.28% 42
2024
Q3 		$1.15M Buy
2,155
+3
+0.1% +$1.52K 0.28% 40
2024
Q2 		$1.08M Hold
2,152
– – 0.29% 40
2024
Q1 		$1.03M Sell
2,152
-86
-4% -$39.4K 0.29% 43
2023
Q4 		$978K Buy
2,238
+391
+21% +$160K 0.31% 41
2023
Q3 		$725K Sell
1,847
-20
-1% -$8.18K 0.29% 41
2023
Q2 		$761K Buy
1,867
+20
+1% +$7.72K 0.3% 43
2023
Q1 		$695K Sell
1,847
-356
-16% -$131K 0.3% 43
2022
Q4 		$774K Buy
2,203
+28
+1% +$9.89K 0.36% 38
2022
Q3 		$748K Hold
2,175
– – 0.42% 36
2022
Q2 		$754K Buy
2,175
+1,619
+291% +$610K 0.43% 37
2022
Q1 		$230K Hold
556
– – 0.11% 78
2021
Q4 		$242K Buy
+556
New +$235K 0.12% 72
2021
Q1 		– Sell
-3,690
Closed -$1.27M – 154
2020
Q4 		$1.27M Hold
3,690
– – 0.49% 36
2020
Q3 		$1.14M Buy
+3,690
New +$1.12M 0.51% 38

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 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Bernardo Wealth Planning's VOO Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q2 2026, buying an estimated $67.3K and bringing the position to 2,368 shares worth $1.63M. The position accounts for 0.28% of the portfolio, ranked #45.

Bernardo Wealth Planning first reported a position in VOO in Q3 2020 and has held it in 21 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bernardo Wealth Planning held 2,368 shares of Vanguard S&P 500 ETF worth $1.63M as of Q2 2026.
  • Bernardo Wealth Planning bought 101 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $67.3K.
  • Vanguard S&P 500 ETF made up 0.28% of Bernardo Wealth Planning's portfolio in Q2 2026, its #45 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.