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VOO icon

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
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% -$9.54K 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 		$1.89M 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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bollard Group's VOO Position: Q1 2026 in Review

Bollard Group increased its Vanguard S&P 500 ETF (VOO) stake by 29% in Q1 2026, buying an estimated $1.23M and bringing the position to 8,744 shares worth $5.22M. The position accounts for 0.15% of the portfolio, ranked #62.

Bollard Group first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.67M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Bollard Group held 8,744 shares of Vanguard S&P 500 ETF worth $5.22M as of Q1 2026.
  • Bollard Group bought 1,971 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.23M.
  • Vanguard S&P 500 ETF made up 0.15% of Bollard Group's portfolio in Q1 2026, its #62 holding.
  • Bollard Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Bollard Group's Vanguard S&P 500 ETF position peaked at $8.67M in Q3 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.