Birch Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Birch Financial 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 Q3	$15M	Buy	21,416 +183	+0.9%	+$128K	7.02%	2
2026 Q2	$14.6M	Buy	21,233 +4,015	+23%	+$2.68M	7.5%	3
2026 Q1	$10.3M	Buy	17,218 +2,745	+19%	+$1.72M	6.01%	3
2025 Q4	$9.08M	Buy	14,473 +314	+2%	+$195K	5.18%	3
2025 Q3	$8.67M	Buy	14,159 +926	+7%	+$546K	5.11%	3
2025 Q2	$7.52M	Buy	13,233 +724	+6%	+$380K	6.01%	3
2025 Q1	$6.43M	Buy	12,509 +7,818	+167%	+$4.23M	5.73%	4
2024 Q4	$2.53M	Buy	+4,691	New	+$2.54M	2.84%	9

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Birch Financial Group's VOO Position: Q3 2026 in Review

Birch Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.86% in Q3 2026, buying an estimated $128K and bringing the position to 21,416 shares worth $15M. The position accounts for 7.02% of the portfolio, ranked #2.

Birch Financial Group first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Birch Financial Group held 21,416 shares of Vanguard S&P 500 ETF worth $15M as of Q3 2026.
Birch Financial Group bought 183 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $128K.
Vanguard S&P 500 ETF made up 7.02% of Birch Financial Group's portfolio in Q3 2026, its #2 holding.
Birch Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.