Brand Asset Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Brand Asset Management 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 Q2	$3.11M	Buy	4,533 +1,837	+68%	+$1.22M	0.69%	29
2026 Q1	$1.61M	Buy	2,696 +1,068	+66%	+$668K	0.42%	40
2025 Q4	$1.02M	Sell	1,628 -199	-11%	-$124K	0.29%	53
2025 Q3	$1.12M	Sell	1,827 -169	-8%	-$99.6K	0.31%	52
2025 Q2	$1.13M	Sell	1,996 -537	-21%	-$282K	0.42%	35
2025 Q1	$1.3M	Buy	2,533 +545	+27%	+$295K	0.54%	34
2024 Q4	$1.07M	Sell	1,988 -387	-16%	-$210K	0.44%	35
2024 Q3	$1.25M	Buy	2,375 +121	+5%	+$61.5K	0.49%	33
2024 Q2	$1.13M	Sell	2,254 -9	-0.4%	-$4.33K	0.48%	34
2024 Q1	$1.09M	Sell	2,263 -119	-5%	-$54.5K	0.47%	32
2023 Q4	$1.04M	Sell	2,382 -183	-7%	-$74.9K	0.48%	35
2023 Q3	$1.01M	Sell	2,565 -58	-2%	-$23.7K	0.52%	33
2023 Q2	$1.07M	Sell	2,623 -155	-6%	-$59.8K	0.51%	34
2023 Q1	$1.04M	Sell	2,778 -272	-9%	-$99.8K	0.53%	33
2022 Q4	$1.07M	Buy	3,050 +115	+4%	+$40.6K	0.54%	33
2022 Q3	$964K	Buy	2,935 +440	+18%	+$161K	0.53%	34
2022 Q2	$865K	Buy	2,495 +1,854	+289%	+$698K	0.44%	38
2022 Q1	$266K	Buy	641 +72	+13%	+$29.5K	0.12%	74
2021 Q4	$248K	Sell	569 -42	-7%	-$17.7K	0.11%	70
2021 Q3	$241K	Buy	611 +1	+0.2%	+$406	0.12%	69
2021 Q2	$240K	Sell	610 -7	-1%	-$2.69K	0.12%	69
2021 Q1	$225K	Buy	617 +60	+11%	+$21.3K	0.11%	70
2020 Q4	$192K	Sell	557 -356	-39%	-$116K	0.11%	71
2020 Q3	$281K	Sell	913 -37	-4%	-$11.3K	0.18%	58
2020 Q2	$269K	Buy	950 +524	+123%	+$141K	0.17%	57
2020 Q1	$101K	Sell	426 -579	-58%	-$162K	0.07%	76
2019 Q4	$297K	Buy	1,005 +344	+52%	+$97.3K	0.19%	56
2019 Q3	$180K	Sell	661 -355	-35%	-$96.4K	0.12%	69
2019 Q2	$273K	Buy	1,016 +115	+13%	+$30.4K	0.18%	55
2019 Q1	$234K	Buy	901 +290	+47%	+$72.4K	0.16%	59
2018 Q4	$140K	Buy	611 +93	+18%	+$23K	0.11%	65
2018 Q3	$138K	Sell	518 -56	-10%	-$14.7K	0.1%	74
2018 Q2	$143K	Buy	+574	New	+$142K	0.11%	72

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

Brand Asset Management Group's VOO Position: Q2 2026 in Review

Brand Asset Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 68% in Q2 2026, buying an estimated $1.22M and bringing the position to 4,533 shares worth $3.11M. The position accounts for 0.69% of the portfolio, ranked #29.

Brand Asset Management Group first reported a position in VOO in Q2 2018 and has held it in 33 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Brand Asset Management Group held 4,533 shares of Vanguard S&P 500 ETF worth $3.11M as of Q2 2026.
Brand Asset Management Group bought 1,837 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.22M.
Vanguard S&P 500 ETF made up 0.69% of Brand Asset Management Group's portfolio in Q2 2026, its #29 holding.
Brand Asset Management Group first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.