Bridgewealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bridgewealth Advisory 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 Q1	$10.1M	Buy	16,963 +567	+3%	+$355K	2.1%	15
2025 Q4	$10.3M	Buy	16,396 +717	+5%	+$446K	2.27%	13
2025 Q3	$9.6M	Sell	15,679 -128	-0.8%	-$75.4K	2.23%	15
2025 Q2	$8.98M	Buy	15,807 +11,163	+240%	+$5.87M	2.28%	13
2025 Q1	$2.39M	Sell	4,644 -9,613	-67%	-$5.2M	3.14%	8
2024 Q4	$7.99M	Buy	14,257 +198	+1%	+$107K	2.26%	15
2024 Q3	$7.42M	Buy	14,059 +50	+0.4%	+$25.4K	2.7%	13
2024 Q2	$7.01M	Sell	14,009 -112	-0.8%	-$53.9K	3.1%	10
2024 Q1	$6.79M	Buy	14,121 +247	+2%	+$113K	3.32%	9
2023 Q4	$6.06M	Buy	13,874 +588	+4%	+$241K	4.64%	5
2023 Q3	$5.22M	Buy	13,286 +2,894	+28%	+$1.18M	6.41%	4
2023 Q2	$4.23M	Buy	10,392 +192	+2%	+$74.1K	6.88%	4
2023 Q1	$3.84M	Buy	10,200 +1	+0%	+$367	7.07%	4
2022 Q4	$3.58M	Buy	+10,199	New	+$3.6M	7.03%	4

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bridgewealth Advisory Group's VOO Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q1 2026, buying an estimated $355K and bringing the position to 16,963 shares worth $10.1M. The position accounts for 2.1% of the portfolio, ranked #15.

Bridgewealth Advisory Group first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Bridgewealth Advisory Group held 16,963 shares of Vanguard S&P 500 ETF worth $10.1M as of Q1 2026.
Bridgewealth Advisory Group bought 567 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $355K.
Vanguard S&P 500 ETF made up 2.1% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #15 holding.
Bridgewealth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Bridgewealth Advisory Group's Vanguard S&P 500 ETF position peaked at $10.3M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.