Blue Bell Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.42M | Buy |
12,422
+1,141
| +10% | +$714K | 1.07% | 16 |
|
|
2025
Q4 | $7.07M | Buy |
11,281
+120
| +1% | +$74.6K | 1.04% | 16 |
|
|
2025
Q3 | $6.83M | Sell |
11,161
-19
| -0.2% | -$11.2K | 1.04% | 15 |
|
|
2025
Q2 | $6.35M | Sell |
11,180
-660
| -6% | -$347K | 1.06% | 15 |
|
|
2025
Q1 | $6.08M | Buy |
11,840
+934
| +9% | +$505K | 1.15% | 13 |
|
|
2024
Q4 | $5.88M | Buy |
10,906
+1,781
| +20% | +$965K | 1.12% | 13 |
|
|
2024
Q3 | $4.81M | Buy |
9,125
+203
| +2% | +$103K | 0.92% | 15 |
|
|
2024
Q2 | $4.46M | Sell |
8,922
-23
| -0.3% | -$11.1K | 0.92% | 14 |
|
|
2024
Q1 | $4.3M | Sell |
8,945
-3,255
| -27% | -$1.49M | 0.92% | 15 |
|
|
2023
Q4 | $5.33M | Buy |
12,200
+734
| +6% | +$300K | 1.27% | 11 |
|
|
2023
Q3 | $4.5M | Buy |
11,466
+660
| +6% | +$270K | 1.21% | 12 |
|
|
2023
Q2 | $4.4M | Buy |
10,806
+625
| +6% | +$241K | 1.16% | 14 |
|
|
2023
Q1 | $3.83M | Buy |
10,181
+1,748
| +21% | +$641K | 1.15% | 14 |
|
|
2022
Q4 | $2.96M | Sell |
8,433
-971
| -10% | -$343K | 0.97% | 18 |
|
|
2022
Q3 | $3.09M | Sell |
9,404
-7,182
| -43% | -$2.62M | 1.1% | 15 |
|
|
2022
Q2 | $5.75M | Sell |
16,586
-6,315
| -28% | -$2.38M | 1.93% | 10 |
|
|
2022
Q1 | $9.51M | Sell |
22,901
-1,287
| -5% | -$527K | 2.7% | 8 |
|
|
2021
Q4 | $10.6M | Sell |
24,188
-2,728
| -10% | -$1.15M | 2.75% | 8 |
|
|
2021
Q3 | $10.6M | Buy |
26,916
+1,425
| +6% | +$578K | 3.11% | 8 |
|
|
2021
Q2 | $10M | Buy |
25,491
+21,334
| +513% | +$8.19M | 2.93% | 8 |
|
|
2021
Q1 | $1.51M | Buy |
4,157
+1,954
| +89% | +$693K | 0.46% | 28 |
|
|
2020
Q4 | $760K | Sell |
2,203
-196
| -8% | -$63.9K | 0.26% | 39 |
|
|
2020
Q3 | $738K | Buy |
2,399
+151
| +7% | +$46K | 0.3% | 38 |
|
|
2020
Q2 | $640K | Sell |
2,248
-1,598
| -42% | -$430K | 0.3% | 37 |
|
|
2020
Q1 | $911K | Sell |
3,846
-1,716
| -31% | -$481K | 0.51% | 26 |
|
|
2019
Q4 | $1.65M | Buy |
5,562
+935
| +20% | +$264K | 0.66% | 22 |
|
|
2019
Q3 | $1.26M | Sell |
4,627
-25
| -0.5% | -$6.79K | 0.58% | 25 |
|
|
2019
Q2 | $1.25M | Sell |
4,652
-160
| -3% | -$42.3K | 0.58% | 24 |
|
|
2019
Q1 | $1.25M | Sell |
4,812
-230
| -5% | -$57.5K | 0.58% | 24 |
|
|
2018
Q4 | $1.16M | Sell |
5,042
-390
| -7% | -$96.6K | 0.61% | 25 |
|
|
2018
Q3 | $1.45M | Sell |
5,432
-2,080
| -28% | -$544K | 0.62% | 21 |
|
|
2018
Q2 | $1.87M | Sell |
7,512
-685
| -8% | -$170K | 0.85% | 20 |
|
|
2018
Q1 | $1.98M | Buy |
8,197
+195
| +2% | +$48.9K | 0.87% | 20 |
|
|
2017
Q4 | $1.96M | Sell |
8,002
-495
| -6% | -$118K | 0.88% | 21 |
|
|
2017
Q3 | $1.96M | Sell |
8,497
-1,170
| -12% | -$265K | 0.94% | 19 |
|
|
2017
Q2 | $2.15M | Buy |
9,667
+1,655
| +21% | +$364K | 1.06% | 19 |
|
|
2017
Q1 | $1.73M | Buy |
8,012
+4,725
| +144% | +$1.01M | 0.95% | 20 |
|
|
2016
Q4 | $675K | Buy |
3,287
+1,400
| +74% | +$281K | 0.41% | 38 |
|
|
2016
Q3 | $375K | Sell |
1,887
-100
| -5% | -$19.8K | 0.22% | 62 |
|
|
2016
Q2 | $382K | Hold |
1,987
| – | – | 0.25% | 60 |
|
|
2016
Q1 | $375K | Sell |
1,987
-860
| -30% | -$154K | 0.26% | 68 |
|
|
2015
Q4 | $532K | Sell |
2,847
-1,287
| -31% | -$242K | 0.36% | 49 |
|
|
2015
Q3 | $726K | Sell |
4,134
-750
| -15% | -$139K | 0.5% | 36 |
|
|
2015
Q2 | $922K | Sell |
4,884
-591
| -11% | -$114K | 0.56% | 31 |
|
|
2015
Q1 | $1.03M | Sell |
5,475
-1,400
| -20% | -$265K | 0.62% | 27 |
|
|
2014
Q4 | $1.29M | Buy |
6,875
+1,875
| +38% | +$346K | 0.75% | 24 |
|
|
2014
Q3 | $903K | Buy |
5,000
+700
| +16% | +$127K | 0.54% | 29 |
|
|
2014
Q2 | $772K | Hold |
4,300
| – | – | 0.47% | 37 |
|
|
2014
Q1 | $737K | Hold |
4,300
| – | – | 0.5% | 39 |
|
|
2013
Q4 | $727K | Sell |
4,300
-403
| -9% | -$65.4K | 0.56% | 37 |
|
|
2013
Q3 | $724K | Buy |
4,703
+950
| +25% | +$146K | 0.72% | 29 |
|
|
2013
Q2 | $550K | Buy |
+3,753
| New | +$554K | 0.49% | 31 |
|
Other funds holding VOO
VGA
AA
Blue Bell Private Wealth Management's VOO Position: Q1 2026 in Review
Blue Bell Private Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2026, buying an estimated $714K and bringing the position to 12,422 shares worth $7.42M. The position accounts for 1.07% of the portfolio, ranked #16.
Blue Bell Private Wealth Management first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q3 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Blue Bell Private Wealth Management held 12,422 shares of Vanguard S&P 500 ETF worth $7.42M as of Q1 2026.
- Blue Bell Private Wealth Management bought 1,141 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $714K.
- Vanguard S&P 500 ETF made up 1.07% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #16 holding.
- Blue Bell Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- Blue Bell Private Wealth Management's Vanguard S&P 500 ETF position peaked at $10.6M in Q3 2021.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.