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Braun-Bostich & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Braun-Bostich & Associates’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 		$14.2M Buy
20,684
+10,827
+110% +$7.22M 7.93% 1
2026
Q1 		$5.89M Buy
9,857
+3,547
+56% +$2.22M 3.69% 7
2025
Q4 		$3.96M Sell
6,310
-630
-9% -$392K 2.44% 12
2025
Q3 		$4.25M Sell
6,940
-2,242
-24% -$1.32M 2.68% 12
2025
Q2 		$5.22M Sell
9,182
-6,139
-40% -$3.23M 3.56% 6
2025
Q1 		$7.87M Sell
15,321
-9,742
-39% -$5.27M 5.83% 1
2024
Q4 		$13.5M Buy
25,063
+192
+0.8% +$104K 9.73% 1
2024
Q3 		$13.1M Sell
24,871
-6,129
-20% -$3.12M 9.15% 1
2024
Q2 		$15.5M Buy
31,000
+2,887
+10% +$1.39M 11.53% 1
2024
Q1 		$13.5M Buy
28,113
+14,492
+106% +$6.63M 11.31% 1
2023
Q4 		$5.95M Buy
13,621
+96
+0.7% +$39.3K 5.37% 1
2023
Q3 		$5.31M Buy
+13,525
New +$5.53M 9.91% 2
2021
Q4 		– Sell
-516
Closed -$204K – 151
2021
Q3 		$204K Sell
516
-58
-10% -$23.5K 0.38% 65
2021
Q2 		$226K Sell
574
-272
-32% -$104K 0.41% 61
2021
Q1 		$308K Buy
846
+225
+36% +$79.8K 0.59% 45
2020
Q4 		$213K Sell
621
-13,285
-96% -$4.33M 0.43% 57
2020
Q3 		$4.28M Buy
13,906
+13,132
+1,697% +$4M 4.25% 7
2020
Q2 		$219K Buy
774
+447
+137% +$120K 0.21% 69
2020
Q1 		$74K Hold
327
– – 0.09% 113
2019
Q4 		$98K Buy
+327
New +$92.5K 0.1% 116
2019
Q3 		– Sell
-688
Closed -$185K – 295
2019
Q2 		$185K Sell
688
-239
-26% -$63.2K 0.19% 99
2019
Q1 		$241K Sell
927
-5,058
-85% -$1.26M 0.25% 86
2018
Q4 		$1.38M Buy
+5,985
New +$1.48M 1.46% 16

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Braun-Bostich & Associates's VOO Position: Q2 2026 in Review

Braun-Bostich & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 110% in Q2 2026, buying an estimated $7.22M and bringing the position to 20,684 shares worth $14.2M. The position accounts for 7.93% of the portfolio, ranked #1.

Braun-Bostich & Associates first reported a position in VOO in Q4 2018 and has held it in 23 quarters since. The position peaked at $15.5M in Q2 2024. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Braun-Bostich & Associates held 20,684 shares of Vanguard S&P 500 ETF worth $14.2M as of Q2 2026.
  • Braun-Bostich & Associates bought 10,827 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.22M.
  • Vanguard S&P 500 ETF made up 7.93% of Braun-Bostich & Associates's portfolio in Q2 2026, its #1 holding.
  • Braun-Bostich & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 23 quarters since.
  • Braun-Bostich & Associates's Vanguard S&P 500 ETF position peaked at $15.5M in Q2 2024.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.