Bordeaux Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bordeaux Wealth Advisors’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
2025 Q2	$4.09M	Buy	7,206 +768	+12%	+$404K	0.52%	25
2025 Q1	$3.31M	Buy	6,438 +259	+4%	+$140K	0.61%	30
2024 Q4	$3.33M	Buy	6,179 +21	+0.3%	+$11.4K	0.54%	29
2024 Q3	$3.25M	Buy	6,158 +16	+0.3%	+$8.13K	0.59%	32
2024 Q2	$3.07M	Buy	6,142 +405	+7%	+$195K	0.59%	32
2024 Q1	$2.76M	Buy	5,737 +58	+1%	+$26.5K	0.91%	17
2023 Q4	$2.48M	Sell	5,679 -636	-10%	-$260K	0.84%	18
2023 Q3	$2.48M	Buy	6,315 +4,860	+334%	+$1.99M	1%	18
2023 Q2	$592K	Hold	1,455	–	–	0.24%	50
2023 Q1	$547K	Sell	1,455 -6,059	-81%	-$2.22M	0.28%	55
2022 Q4	$2.64M	Buy	7,514 +6,033	+407%	+$2.13M	1.45%	17
2022 Q3	$486K	Buy	1,481 +90	+6%	+$32.9K	0.31%	52
2022 Q2	$483K	Buy	1,391 +29	+2%	+$10.9K	0.33%	48
2022 Q1	$565K	Buy	1,362 +10	+0.7%	+$4.09K	0.3%	54
2021 Q4	$590K	Hold	1,352	–	–	0.27%	54
2021 Q3	$533K	Sell	1,352 -9	-0.7%	-$3.65K	0.3%	49
2021 Q2	$536K	Hold	1,361	–	–	0.31%	51
2021 Q1	$496K	Hold	1,361	–	–	0.34%	43
2020 Q4	$468K	Buy	+1,361	New	+$444K	0.35%	46

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bordeaux Wealth Advisors's VOO Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2025, buying an estimated $404K and bringing the position to 7,206 shares worth $4.09M. The position accounts for 0.52% of the portfolio, ranked #25.

Bordeaux Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 19 quarters since. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Bordeaux Wealth Advisors held 7,206 shares of Vanguard S&P 500 ETF worth $4.09M as of Q2 2025.
Bordeaux Wealth Advisors bought 768 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $404K.
Vanguard S&P 500 ETF made up 0.52% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #25 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 19 quarters since.
3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.