Berry Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Berry Wealth Group’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	$242K	Buy	+352	New	+$235K	0.78%	25
2026 Q1	–	Sell	-336	Closed	-$211K	–	32
2025 Q4	$211K	Sell	336 -458	-58%	-$285K	0.74%	29
2025 Q3	$486K	Sell	794 -11	-1%	-$6.48K	1.59%	15
2025 Q2	$457K	Sell	805 -15	-2%	-$7.88K	0.32%	43
2025 Q1	$421K	Sell	820 -6,544	-89%	-$3.54M	0.33%	45
2024 Q4	$3.97M	Sell	7,364 -352	-5%	-$191K	2.86%	10
2024 Q3	$4.07M	Buy	7,716 +136	+2%	+$69.1K	2.92%	12
2024 Q2	$3.79M	Buy	+7,580	New	+$3.65M	3.03%	12

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

Berry Wealth Group's VOO Position: Q2 2026 in Review

Berry Wealth Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 352 shares worth $242K. The stake represents 0.78% of the portfolio and ranks #25 among its holdings. This is a return to the name: Berry Wealth Group previously reported a position in VOO as recently as Q4 2025.

Berry Wealth Group first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.07M in Q3 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Berry Wealth Group held 352 shares of Vanguard S&P 500 ETF worth $242K as of Q2 2026.
Vanguard S&P 500 ETF was a new Berry Wealth Group position in Q2 2026.
Vanguard S&P 500 ETF made up 0.78% of Berry Wealth Group's portfolio in Q2 2026, its #25 holding.
Berry Wealth Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Berry Wealth Group's Vanguard S&P 500 ETF position peaked at $4.07M in Q3 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.