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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Birchcreek Wealth Management's VOO Position: Q1 2026 in Review

Birchcreek Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 441 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #100.

Birchcreek Wealth Management first reported a position in VOO in Q4 2020 and has held it in 9 quarters since. The position peaked at $277K in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Birchcreek Wealth Management held 441 shares of Vanguard S&P 500 ETF worth $263K as of Q1 2026.
Birchcreek Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.13% of Birchcreek Wealth Management's portfolio in Q1 2026, its #100 holding.
Birchcreek Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
Birchcreek Wealth Management's Vanguard S&P 500 ETF position peaked at $277K in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.