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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Berry Wealth Group's VOO Position: Q1 2026 in Review

Berry Wealth Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 336 shares — an estimated $211K sold.

Berry Wealth Group first reported a position in VOO in Q2 2024 and held it in 7 quarters. The position peaked at $4.07M in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Berry Wealth Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Berry Wealth Group sold 336 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $211K.
  • Berry Wealth Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and held it in 7 quarters.
  • Berry Wealth Group's Vanguard S&P 500 ETF position peaked at $4.07M in Q3 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.