Bradley & Co Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bradley & Co Private 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	$1.59M	Hold	2,313	–	–	0.76%	23
2026 Q1	$1.38M	Buy	2,313 +2,304	+25,600%	+$1.44M	0.73%	23
2025 Q4	$5.64K	Hold	9	–	–	﹤0.01%	150
2025 Q3	$5.51K	Hold	9	–	–	﹤0.01%	145
2025 Q2	$5.11K	Hold	9	–	–	﹤0.01%	142
2025 Q1	$4.63K	Hold	9	–	–	﹤0.01%	145
2024 Q4	$4.85K	Buy	+9	New	+$4.88K	﹤0.01%	142
2024 Q2	$4.5K	Hold	9	–	–	﹤0.01%	141
2024 Q1	$4.33K	Hold	9	–	–	﹤0.01%	143
2023 Q4	$3.93K	Buy	9 +2	+29%	+$819	﹤0.01%	158
2023 Q3	$2.75K	Hold	7	–	–	﹤0.01%	147
2023 Q2	$2.85K	Buy	+7	New	+$2.7K	﹤0.01%	149

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Bradley & Co Private Wealth Management's VOO Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 2,313 shares worth $1.59M. The position accounts for 0.76% of the portfolio, ranked #23.

Bradley & Co Private Wealth Management first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. 3,993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bradley & Co Private Wealth Management held 2,313 shares of Vanguard S&P 500 ETF worth $1.59M as of Q2 2026.
Bradley & Co Private Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.76% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #23 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
3,993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.