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Brady Martz Wealth Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Brady Martz Wealth Solutions’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 		$2.64M Buy
3,848
+353
+10% +$235K 0.4% 55
2026
Q1 		$2.09M Buy
3,495
+1,470
+73% +$919K 0.36% 65
2025
Q4 		$1.27M Buy
2,025
+1,384
+216% +$860K 0.22% 80
2025
Q3 		$393K Buy
+641
New +$378K 0.07% 129

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brady Martz Wealth Solutions's VOO Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $235K and bringing the position to 3,848 shares worth $2.64M. The position accounts for 0.4% of the portfolio, ranked #55.

Brady Martz Wealth Solutions first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 1,233 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Brady Martz Wealth Solutions held 3,848 shares of Vanguard S&P 500 ETF worth $2.64M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 353 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $235K.
  • Vanguard S&P 500 ETF made up 0.4% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #55 holding.
  • Brady Martz Wealth Solutions first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.