Birchbrook
VOO icon

Birchbrook’s Vanguard S&P 500 ETF VOO Stock Holding History

Birchbrook’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 		$8.85M Buy
12,621
+324
+3% +$226K 4.24% 5
2026
Q2 		$8.45M Buy
12,297
+588
+5% +$392K 3.96% 5
2026
Q1 		$7M Buy
11,709
+11,707
+585,350% +$7.32M 3.43% 7
2025
Q4 		$1.26K Hold
2
– – ﹤0.01% 270
2025
Q3 		$1.22K Buy
+2
New +$1.18K ﹤0.01% 244

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Birchbrook's VOO Position: Q3 2026 in Review

Birchbrook increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q3 2026, buying an estimated $226K and bringing the position to 12,621 shares worth $8.85M. The position accounts for 4.24% of the portfolio, ranked #5.

Birchbrook first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Birchbrook held 12,621 shares of Vanguard S&P 500 ETF worth $8.85M as of Q3 2026.
  • Birchbrook bought 324 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $226K.
  • Vanguard S&P 500 ETF made up 4.24% of Birchbrook's portfolio in Q3 2026, its #5 holding.
  • Birchbrook first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.