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Bravera Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Bravera Wealth’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 		$56.2M Buy
81,861
+8,278
+11% +$5.52M 21.56% 1
2026
Q1 		$44M Buy
73,583
+3,258
+5% +$2.04M 19.8% 1
2025
Q4 		$44.1M Buy
+70,325
New +$43.7M 22.09% 1

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 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

Bravera Wealth's VOO Position: Q2 2026 in Review

Bravera Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $5.52M and bringing the position to 81,861 shares worth $56.2M. The position accounts for 21.56% of the portfolio, ranked #1.

Bravera Wealth first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bravera Wealth held 81,861 shares of Vanguard S&P 500 ETF worth $56.2M as of Q2 2026.
  • Bravera Wealth bought 8,278 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.52M.
  • Vanguard S&P 500 ETF made up 21.56% of Bravera Wealth's portfolio in Q2 2026, its #1 holding.
  • Bravera Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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