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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$743K Buy
1,082
+660
+156% +$440K 0.09% 66
2026
Q1
$252K Buy
422
+17
+4% +$10.6K 0.03% 90
2025
Q4
$254K Buy
+405
New +$252K 0.03% 90

Other funds holding VOO

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

Bernicke Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 156% in Q2 2026, buying an estimated $440K and bringing the position to 1,082 shares worth $743K. The position accounts for 0.09% of the portfolio, ranked #66.

Bernicke Wealth Management first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,528 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bernicke Wealth Management held 1,082 shares of Vanguard S&P 500 ETF worth $743K as of Q2 2026.
  • Bernicke Wealth Management bought 660 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $440K.
  • Vanguard S&P 500 ETF made up 0.09% of Bernicke Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Bernicke Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,528 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.