BBFA
VOO icon

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

Brindle & Bay 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 		$9.13M Buy
13,300
+10,889
+452% +$7.26M 4.57% 5
2026
Q1 		$1.44M Sell
2,411
-5,866
-71% -$3.67M 0.88% 25
2025
Q4 		$5.19M Buy
+8,277
New +$5.14M 3.45% 7

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Brindle & Bay Financial Advisors's VOO Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 452% in Q2 2026, buying an estimated $7.26M and bringing the position to 13,300 shares worth $9.13M. The position accounts for 4.57% of the portfolio, ranked #5.

Brindle & Bay Financial Advisors first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Brindle & Bay Financial Advisors held 13,300 shares of Vanguard S&P 500 ETF worth $9.13M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 10,889 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.26M.
  • Vanguard S&P 500 ETF made up 4.57% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Brindle & Bay Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.