Briaud Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Briaud Financial Planning’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	$226K	Buy	+329	New	+$219K	0.06%	37
2025 Q3	–	Sell	-145	Closed	-$82K	–	336
2025 Q2	$82K	Hold	145	–	–	0.03%	74
2025 Q1	$74K	Hold	145	–	–	0.03%	69
2024 Q4	$78K	Buy	145 +140	+2,800%	+$75.8K	0.03%	62
2024 Q3	$2K	Hold	5	–	–	﹤0.01%	127
2024 Q2	$2K	Hold	5	–	–	﹤0.01%	128
2024 Q1	$3K	Buy	+5	New	+$2.29K	﹤0.01%	114
2023 Q4	–	Sell	-5	Closed	-$1K	–	161
2023 Q3	$1K	Buy	+5	New	+$2.04K	﹤0.01%	156
2021 Q1	–	Sell	-344	Closed	-$289	–	24
2020 Q4	$289	Buy	+344	New	+$112K	0.18%	14
2020 Q3	–	Sell	-841	Closed	-$238K	–	21
2020 Q2	$238K	Buy	+841	New	+$226K	0.18%	15
2020 Q1	–	Sell	-845	Closed	-$250K	–	24
2019 Q4	$250K	Buy	+845	New	+$239K	0.25%	17

Other funds holding VOO

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Briaud Financial Planning's VOO Position: Q2 2026 in Review

Briaud Financial Planning opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 329 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #37 among its holdings. This is a return to the name: Briaud Financial Planning previously reported a position in VOO as recently as Q2 2025.

Briaud Financial Planning first reported a position in VOO in Q4 2019 and has held it in 11 quarters since. The position peaked at $250K in Q4 2019. 1,990 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Briaud Financial Planning held 329 shares of Vanguard S&P 500 ETF worth $226K as of Q2 2026.
Vanguard S&P 500 ETF was a new Briaud Financial Planning position in Q2 2026.
Vanguard S&P 500 ETF made up 0.06% of Briaud Financial Planning's portfolio in Q2 2026, its #37 holding.
Briaud Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 11 quarters since.
Briaud Financial Planning's Vanguard S&P 500 ETF position peaked at $250K in Q4 2019.
1,990 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.