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 Q2	$13.7M	Buy	19,952 +2,989	+18%	+$1.99M	2.59%	11
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

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

Bridgewealth Advisory Group's VOO Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, buying an estimated $1.99M and bringing the position to 19,952 shares worth $13.7M. The position accounts for 2.59% of the portfolio, ranked #11.

Bridgewealth Advisory Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bridgewealth Advisory Group held 19,952 shares of Vanguard S&P 500 ETF worth $13.7M as of Q2 2026.
Bridgewealth Advisory Group bought 2,989 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.99M.
Vanguard S&P 500 ETF made up 2.59% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #11 holding.
Bridgewealth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.