Birchcreek Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Birchcreek Wealth Management’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	$347K	Buy	505 +64	+15%	+$42.7K	0.14%	102
2026 Q1	$263K	Hold	441	–	–	0.13%	100
2025 Q4	$277K	Buy	441 +40	+10%	+$24.9K	0.14%	95
2025 Q3	$246K	Buy	401 +7	+2%	+$4.13K	0.13%	101
2025 Q2	$224K	Hold	394	–	–	0.13%	102
2025 Q1	$202K	Hold	394	–	–	0.13%	114
2024 Q4	$212K	Sell	394 -4	-1%	-$2.17K	0.13%	114
2024 Q3	$210K	Sell	398 -5	-1%	-$2.54K	0.14%	112
2024 Q2	$202K	Buy	+403	New	+$194K	0.11%	147
2021 Q1	–	Sell	-506	Closed	-$173K	–	293
2020 Q4	$173K	Buy	+506	New	+$165K	0.17%	109

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

Birchcreek Wealth Management's VOO Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $42.7K and bringing the position to 505 shares worth $347K. The position accounts for 0.14% of the portfolio, ranked #102.

Birchcreek Wealth Management first reported a position in VOO in Q4 2020 and has held it in 10 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Birchcreek Wealth Management held 505 shares of Vanguard S&P 500 ETF worth $347K as of Q2 2026.
Birchcreek Wealth Management bought 64 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $42.7K.
Vanguard S&P 500 ETF made up 0.14% of Birchcreek Wealth Management's portfolio in Q2 2026, its #102 holding.
Birchcreek Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 10 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.