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Bestgate Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bestgate Wealth Advisors’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 		$1.79M Buy
2,988
+1,986
+198% +$1.24M 3.22% 10
2025
Q4 		$629K Buy
1,002
+54
+6% +$33.6K 1.1% 23
2025
Q3 		$581K Buy
948
+147
+18% +$86.6K 1.03% 24
2025
Q2 		$412K Hold
801
– – 0.85% 28
2025
Q1 		$412K Buy
801
+111
+16% +$60K 0.85% 28
2024
Q4 		$372K Buy
+690
New +$374K 0.75% 33

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

Bestgate Wealth Advisors's VOO Position: Q1 2026 in Review

Bestgate Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 198% in Q1 2026, buying an estimated $1.24M and bringing the position to 2,988 shares worth $1.79M. The position accounts for 3.22% of the portfolio, ranked #10.

Bestgate Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Bestgate Wealth Advisors held 2,988 shares of Vanguard S&P 500 ETF worth $1.79M as of Q1 2026.
  • Bestgate Wealth Advisors bought 1,986 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.24M.
  • Vanguard S&P 500 ETF made up 3.22% of Bestgate Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Bestgate Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.