BFG
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Birch Financial Group's VOO Position: Q2 2026 in Review

Birch Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 23% in Q2 2026, buying an estimated $2.68M and bringing the position to 21,233 shares worth $14.6M. The position accounts for 7.5% of the portfolio, ranked #3.

Birch Financial Group first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,025 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Birch Financial Group held 21,233 shares of Vanguard S&P 500 ETF worth $14.6M as of Q2 2026.
  • Birch Financial Group bought 4,015 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.68M.
  • Vanguard S&P 500 ETF made up 7.5% of Birch Financial Group's portfolio in Q2 2026, its #3 holding.
  • Birch Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,025 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.