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BHK Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

BHK Investment 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 		$1.56M Hold
2,617
– – 0.52% 25
2025
Q4 		$1.64M Hold
2,617
– – 0.54% 24
2025
Q3 		$1.6M Hold
2,617
– – 0.6% 21
2025
Q2 		$1.49M Hold
2,617
– – 0.58% 23
2025
Q1 		$1.34M Hold
2,617
– – 0.57% 21
2024
Q4 		$1.41M Hold
2,617
– – 0.53% 23
2024
Q3 		$1.38M Hold
2,617
– – 0.52% 23
2024
Q2 		$1.31M Hold
2,617
– – 0.51% 26
2024
Q1 		$1.26M Buy
+2,617
New +$1.2M 0.48% 26
2023
Q3 		– Sell
-2,988
Closed -$1.22M – 60
2023
Q2 		$1.22M Hold
2,988
– – 0.52% 23
2023
Q1 		$1.12M Buy
+2,988
New +$1.1M 0.49% 25
2022
Q4 		– Sell
-2,988
Closed -$981K – 64
2022
Q3 		$981K Hold
2,988
– – 0.49% 24
2022
Q2 		$1.04M Hold
2,988
– – 0.47% 23
2022
Q1 		$1.24M Hold
2,988
– – 0.52% 22
2021
Q4 		$1.3M Hold
2,988
– – 0.51% 23
2021
Q3 		$1.18M Hold
2,988
– – 0.49% 24
2021
Q2 		$1.18M Hold
2,988
– – 0.48% 26
2021
Q1 		$1.03M Hold
2,988
– – 0.48% 27
2020
Q4 		$1.03M Buy
2,988
+371
+14% +$121K 0.48% 27
2020
Q3 		$805K Hold
2,617
– – 0.45% 27
2020
Q2 		$742K Hold
2,617
– – 0.44% 26
2020
Q1 		$620K Hold
2,617
– – 0.44% 25
2019
Q4 		$774K Hold
2,617
– – 0.44% 27
2019
Q3 		$713K Hold
2,617
– – 0.41% 39
2019
Q2 		$704K Hold
2,617
– – 0.4% 41
2019
Q1 		$679K Hold
2,617
– – 0.41% 39
2018
Q4 		$601K Hold
2,617
– – 0.45% 29
2018
Q3 		$699K Hold
2,617
– – 0.47% 29
2018
Q2 		$653K Hold
2,617
– – 0.45% 28
2018
Q1 		$634K Hold
2,617
– – 0.47% 26
2017
Q4 		$642K Buy
+2,617
New +$625K 0.54% 24

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

BHK Investment Advisors's VOO Position: Q1 2026 in Review

BHK Investment Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 2,617 shares worth $1.56M. The position accounts for 0.52% of the portfolio, ranked #25.

BHK Investment Advisors first reported a position in VOO in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.64M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • BHK Investment Advisors held 2,617 shares of Vanguard S&P 500 ETF worth $1.56M as of Q1 2026.
  • BHK Investment Advisors left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.52% of BHK Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • BHK Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 31 quarters since.
  • BHK Investment Advisors's Vanguard S&P 500 ETF position peaked at $1.64M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.