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

Bollard 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
Q3 		$7.1M Buy
10,135
+14
+0.1% +$9.8K 0.21% 54
2026
Q2 		$6.95M Buy
10,121
+1,377
+16% +$918K 0.21% 55
2026
Q1 		$5.22M Buy
8,744
+1,971
+29% +$1.23M 0.15% 62
2025
Q4 		$4.25M Sell
6,773
-7,382
-52% -$4.59M 0.11% 64
2025
Q3 		$8.67M Buy
14,155
+40
+0.3% +$23.6K 0.2% 50
2025
Q2 		$8.02M Buy
14,115
+897
+7% +$471K 0.18% 49
2025
Q1 		$6.79M Buy
13,218
+43
+0.3% +$23.2K 0.18% 43
2024
Q4 		$7.1M Buy
13,175
+77
+0.6% +$41.7K 0.2% 41
2024
Q3 		$6.91M Buy
13,098
+43
+0.3% +$21.9K 0.18% 47
2024
Q2 		$6.53M Hold
13,055
– – 0.18% 45
2024
Q1 		$6.28M Buy
13,055
+38
+0.3% +$17.4K 0.19% 46
2023
Q4 		$5.69M Buy
13,017
+52
+0.4% +$21.3K 0.2% 47
2023
Q3 		$5.09M Buy
12,965
+47
+0.4% +$19.2K 0.19% 56
2023
Q2 		$5.26M Sell
12,918
-79
-0.6% -$30.5K 0.18% 62
2023
Q1 		$4.89M Sell
12,997
-26
-0.2% -$9.5K 0.18% 63
2022
Q4 		$4.58M Sell
13,023
-2,307
-15% -$815K 0.17% 64
2022
Q3 		$5.03M Buy
15,330
+59
+0.4% +$21.5K 0.21% 62
2022
Q2 		$5.3M Sell
15,271
-317
-2% -$119K 0.21% 63
2022
Q1 		$6.47M Buy
15,588
+11,270
+261% +$4.61M 0.21% 66
2021
Q4 		$1.88M Buy
4,318
+17
+0.4% +$7.18K 0.06% 111
2021
Q3 		$1.7M Buy
4,301
+1,901
+79% +$771K 0.06% 109
2021
Q2 		$944K Buy
2,400
+1,000
+71% +$384K 0.03% 131
2021
Q1 		$510K Buy
1,400
+1,200
+600% +$426K 0.02% 157
2020
Q4 		$69K Buy
+200
New +$65.2K ﹤0.01% 312

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Bollard Group's VOO Position: Q3 2026 in Review

Bollard Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.14% in Q3 2026, buying an estimated $9.8K and bringing the position to 10,135 shares worth $7.1M. The position accounts for 0.21% of the portfolio, ranked #54.

Bollard Group first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.67M in Q3 2025. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Bollard Group held 10,135 shares of Vanguard S&P 500 ETF worth $7.1M as of Q3 2026.
  • Bollard Group bought 14 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.8K.
  • Vanguard S&P 500 ETF made up 0.21% of Bollard Group's portfolio in Q3 2026, its #54 holding.
  • Bollard Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • Bollard Group's Vanguard S&P 500 ETF position peaked at $8.67M in Q3 2025.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Bollard Group's 13F filing for Q3 2026, filed 13 Nov 2026.