Bright Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bright Financial Advisors’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	$491K	Buy	715 +27	+4%	+$18K	0.21%	43
2026 Q1	$411K	Hold	688	–	–	0.19%	44
2025 Q4	$431K	Sell	688 -16	-2%	-$9.94K	0.2%	43
2025 Q3	$431K	Hold	704	–	–	0.21%	40
2025 Q2	$400K	Hold	704	–	–	0.22%	39
2025 Q1	$362K	Sell	704 -62	-8%	-$33.5K	0.22%	39
2024 Q4	$413K	Buy	766 +107	+16%	+$58K	0.26%	38
2024 Q3	$348K	Sell	659 -27	-4%	-$13.7K	0.22%	37
2024 Q2	$343K	Hold	686	–	–	0.24%	35
2024 Q1	$319K	Buy	+686	New	+$314K	0.24%	35

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

Bright Financial Advisors's VOO Position: Q2 2026 in Review

Bright Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q2 2026, buying an estimated $18K and bringing the position to 715 shares worth $491K. The position accounts for 0.21% of the portfolio, ranked #43.

Bright Financial Advisors first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bright Financial Advisors held 715 shares of Vanguard S&P 500 ETF worth $491K as of Q2 2026.
Bright Financial Advisors bought 27 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $18K.
Vanguard S&P 500 ETF made up 0.21% of Bright Financial Advisors's portfolio in Q2 2026, its #43 holding.
Bright Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.