BSA
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Braun Stacey Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Braun Stacey 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
Q1 		$19.8M Sell
33,141
-610
-2% -$381K 0.66% 69
2025
Q4 		$21.2M Buy
33,751
+146
+0.4% +$90.7K 0.69% 66
2025
Q3 		$20.6M Buy
33,605
+150
+0.4% +$88.4K 0.67% 68
2025
Q2 		$19M Buy
33,455
+250
+0.8% +$131K 0.69% 67
2025
Q1 		$17.1M Buy
33,205
+4,214
+15% +$2.28M 0.7% 61
2024
Q4 		$15.6M Sell
28,991
-988
-3% -$535K 0.58% 70
2024
Q3 		$15.8M Buy
29,979
+48
+0.2% +$24.4K 0.6% 71
2024
Q2 		$15M Sell
29,931
-1,669
-5% -$803K 0.58% 73
2024
Q1 		$15.2M Sell
31,600
-2,916
-8% -$1.33M 0.6% 76
2023
Q4 		$15.1M Buy
34,516
+2,249
+7% +$921K 0.67% 66
2023
Q3 		$12.7M Buy
32,267
+157
+0.5% +$64.2K 0.62% 72
2023
Q2 		$13.1M Sell
32,110
-27,574
-46% -$10.6M 0.61% 79
2023
Q1 		$22.4M Buy
59,684
+35,494
+147% +$13M 0.59% 85
2022
Q4 		$8.5M Buy
24,190
+3,830
+19% +$1.35M 0.48% 85
2022
Q3 		$6.68M Sell
20,360
-14,755
-42% -$5.39M 0.41% 88
2022
Q2 		$12.2M Sell
35,115
-221
-0.6% -$83.3K 0.69% 71
2022
Q1 		$14.7M Sell
35,336
-824
-2% -$337K 0.61% 82
2021
Q4 		$15.8M Sell
36,160
-1,012
-3% -$427K 0.58% 82
2021
Q3 		$14.7M Sell
37,172
-1,827
-5% -$741K 0.59% 82
2021
Q2 		$15.3M Sell
38,999
-937
-2% -$360K 0.6% 84
2021
Q1 		$14.5M Sell
39,936
-540
-1% -$191K 0.61% 82
2020
Q4 		$13.9M Buy
40,476
+17,222
+74% +$5.61M 0.62% 79
2020
Q3 		$7.15M Sell
23,254
-399
-2% -$122K 0.38% 98
2020
Q2 		$6.7M Buy
23,653
+3,297
+16% +$887K 0.39% 97
2020
Q1 		$4.82M Sell
20,356
-350
-2% -$98.1K 0.37% 90
2019
Q4 		$6.13M Buy
20,706
+112
+0.5% +$31.7K 0.34% 96
2019
Q3 		$5.61M Buy
20,594
+614
+3% +$167K 0.35% 93
2019
Q2 		$5.38M Buy
19,980
+338
+2% +$89.4K 0.34% 94
2019
Q1 		$5.1M Buy
19,642
+1,785
+10% +$446K 0.34% 98
2018
Q4 		$4.1M Sell
17,857
-55
-0.3% -$13.6K 0.33% 97
2018
Q3 		$4.78M Sell
17,912
-630
-3% -$165K 0.31% 99
2018
Q2 		$4.63M Sell
18,542
-435
-2% -$108K 0.31% 99
2018
Q1 		$4.59M Sell
18,977
-85
-0.4% -$21.3K 0.32% 98
2017
Q4 		$4.67M Buy
19,062
+1,975
+12% +$472K 0.31% 100
2017
Q3 		$3.94M Sell
17,087
-320
-2% -$72.5K 0.27% 100
2017
Q2 		$3.87M Buy
17,407
+1,605
+10% +$353K 0.25% 102
2017
Q1 		$3.42M Buy
15,802
+9,255
+141% +$1.97M 0.22% 106
2016
Q4 		$1.34M Sell
6,547
-118
-2% -$23.7K 0.09% 125
2016
Q3 		$1.32M Sell
6,665
-1,525
-19% -$302K 0.08% 115
2016
Q2 		$1.57M Buy
8,190
+5
+0.1% +$952 0.1% 109
2016
Q1 		$1.54M Buy
8,185
+860
+12% +$154K 0.1% 111
2015
Q4 		$1.37M Buy
7,325
+1,950
+36% +$367K 0.09% 106
2015
Q3 		$944K Buy
5,375
+205
+4% +$38.1K 0.06% 111
2015
Q2 		$976K Buy
5,170
+341
+7% +$65.7K 0.04% 195
2015
Q1 		$914K Buy
4,829
+912
+23% +$173K 0.05% 109
2014
Q4 		$738K Buy
3,917
+515
+15% +$94.9K 0.05% 115
2014
Q3 		$614K Buy
3,402
+895
+36% +$162K 0.04% 118
2014
Q2 		$450K Buy
+2,507
New +$437K 0.03% 117

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Braun Stacey Associates's VOO Position: Q1 2026 in Review

Braun Stacey Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q1 2026, selling an estimated $381K and leaving 33,141 shares worth $19.8M. The position accounts for 0.66% of the portfolio, ranked #69.

Braun Stacey Associates first reported a position in VOO in Q2 2014 and has held it in 48 quarters since. The position peaked at $22.4M in Q1 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Braun Stacey Associates held 33,141 shares of Vanguard S&P 500 ETF worth $19.8M as of Q1 2026.
  • Braun Stacey Associates sold 610 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $381K.
  • Vanguard S&P 500 ETF made up 0.66% of Braun Stacey Associates's portfolio in Q1 2026, its #69 holding.
  • Braun Stacey Associates first reported a position in Vanguard S&P 500 ETF in Q2 2014 and has held it in 48 quarters since.
  • Braun Stacey Associates's Vanguard S&P 500 ETF position peaked at $22.4M in Q1 2023.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.