Brian Low Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Brian Low Financial 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	$475K	Sell	692 -51	-7%	-$34K	0.28%	70
2026 Q1	$444K	Buy	743 +88	+13%	+$55K	0.3%	73
2025 Q4	$411K	Buy	655 +19	+3%	+$11.8K	0.29%	78
2025 Q3	$390K	Buy	636 +177	+39%	+$104K	0.3%	77
2025 Q2	$261K	Buy	+459	New	+$241K	0.24%	87

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

Brian Low Financial Group's VOO Position: Q2 2026 in Review

Brian Low Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 6.9% in Q2 2026, selling an estimated $34K and leaving 692 shares worth $475K. The position accounts for 0.28% of the portfolio, ranked #70.

Brian Low Financial Group first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Brian Low Financial Group held 692 shares of Vanguard S&P 500 ETF worth $475K as of Q2 2026.
Brian Low Financial Group sold 51 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $34K.
Vanguard S&P 500 ETF made up 0.28% of Brian Low Financial Group's portfolio in Q2 2026, its #70 holding.
Brian Low Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.