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Boyd Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Boyd 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
Q2 		$57.3M Sell
83,461
-385
-0.5% -$257K 21.7% 1
2026
Q1 		$50.1M Buy
83,846
+2,214
+3% +$1.38M 21.18% 1
2025
Q4 		$51.2M Sell
81,632
-731
-0.9% -$454K 21.71% 1
2025
Q3 		$50.4M Buy
82,363
+277
+0.3% +$163K 21.72% 1
2025
Q2 		$46.6M Buy
82,086
+22,688
+38% +$11.9M 20.19% 1
2025
Q1 		$30.5M Sell
59,398
-20,590
-26% -$11.1M 15.21% 2
2024
Q4 		$43.1M Sell
79,988
-4,867
-6% -$2.64M 21.25% 1
2024
Q3 		$44.8M Buy
84,855
+1,304
+2% +$663K 22.68% 1
2024
Q2 		$41.8M Buy
83,551
+1,575
+2% +$758K 23.06% 1
2024
Q1 		$39.4M Buy
81,976
+17,073
+26% +$7.81M 22.51% 1
2023
Q4 		$28.3M Buy
64,903
+15,516
+31% +$6.35M 17.63% 1
2023
Q3 		$19.4M Buy
49,387
+6,921
+16% +$2.83M 13.03% 2
2023
Q2 		$17.3M Buy
42,466
+678
+2% +$262K 10.51% 2
2023
Q1 		$15.7M Buy
41,788
+10,120
+32% +$3.71M 10.91% 3
2022
Q4 		$11.1M Sell
31,668
-2,949
-9% -$1.04M 8.17% 5
2022
Q3 		$11.4M Buy
34,617
+3,142
+10% +$1.15M 9.09% 3
2022
Q2 		$10.9M Sell
31,475
-6,234
-17% -$2.35M 8.92% 3
2022
Q1 		$15.7M Sell
37,709
-10,156
-21% -$4.16M 11.71% 3
2021
Q4 		$20.9M Buy
+47,865
New +$20.2M 15.17% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Boyd Wealth Management's VOO Position: Q2 2026 in Review

Boyd Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.46% in Q2 2026, selling an estimated $257K and leaving 83,461 shares worth $57.3M. The position accounts for 21.7% of the portfolio, ranked #1.

Boyd Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Boyd Wealth Management held 83,461 shares of Vanguard S&P 500 ETF worth $57.3M as of Q2 2026.
  • Boyd Wealth Management sold 385 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $257K.
  • Vanguard S&P 500 ETF made up 21.7% of Boyd Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Boyd Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.