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 Q2	$2.35M	Buy	3,420 +432	+14%	+$288K	3.74%	9
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

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

Bestgate Wealth Advisors's VOO Position: Q2 2026 in Review

Bestgate Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $288K and bringing the position to 3,420 shares worth $2.35M. The position accounts for 3.74% of the portfolio, ranked #9.

Bestgate Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bestgate Wealth Advisors held 3,420 shares of Vanguard S&P 500 ETF worth $2.35M as of Q2 2026.
Bestgate Wealth Advisors bought 432 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $288K.
Vanguard S&P 500 ETF made up 3.74% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Bestgate Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.