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 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

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

Bright Financial Advisors's VOO Position: Q1 2026 in Review

Bright Financial Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 688 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #44.

Bright Financial Advisors first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $431K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Bright Financial Advisors held 688 shares of Vanguard S&P 500 ETF worth $411K as of Q1 2026.
Bright Financial Advisors left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.19% of Bright Financial Advisors's portfolio in Q1 2026, its #44 holding.
Bright Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's Vanguard S&P 500 ETF position peaked at $431K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.