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VOO icon

Brio Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History

Brio Consultants’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 		$87.2M Sell
127,028
-1,078
-0.8% -$719K 10.22% 1
2026
Q1 		$85.2M Sell
128,106
-2,908
-2% -$1.82M 10.42% 1
2025
Q4 		$82.2M Buy
131,014
+655
+0.5% +$407K 10.68% 1
2025
Q3 		$79.8M Buy
130,359
+2,605
+2% +$1.54M 10.98% 1
2025
Q2 		$72.6M Buy
127,754
+155
+0.1% +$81.5K 10.6% 1
2025
Q1 		$65.6M Buy
127,599
+15,387
+14% +$8.32M 10.3% 1
2024
Q4 		$60.5M Buy
112,212
+3,180
+3% +$1.72M 9.46% 2
2024
Q3 		$57.5M Buy
109,032
+1,527
+1% +$776K 9.15% 2
2024
Q2 		$53.8M Sell
107,505
-11
-0% -$5.29K 8.87% 2
2024
Q1 		$51.7M Sell
107,516
-1,802
-2% -$825K 8.72% 2
2023
Q4 		$47.8M Buy
109,318
+1,370
+1% +$561K 8.47% 2
2023
Q3 		$42.4M Buy
107,948
+2,655
+3% +$1.09M 7.96% 3
2023
Q2 		$42.9M Buy
105,293
+95,940
+1,026% +$37M 7.75% 2
2023
Q1 		$3.52M Sell
9,353
-465
-5% -$171K 0.65% 36
2022
Q4 		$3.45M Sell
9,818
-1,788
-15% -$632K 0.69% 37
2022
Q3 		$4.04M Sell
11,606
-5,571
-32% -$2.03M 0.85% 33
2022
Q2 		$5.98M Sell
17,177
-8,752
-34% -$3.3M 1.36% 22
2022
Q1 		$10.8M Buy
25,929
+1,498
+6% +$613K 2.3% 15
2021
Q4 		$10.7M Buy
24,431
+1,374
+6% +$580K 2.51% 14
2021
Q3 		$9.09M Buy
23,057
+832
+4% +$338K 2.21% 15
2021
Q2 		$8.75M Buy
22,225
+3,642
+20% +$1.4M 2.23% 15
2021
Q1 		$6.77M Buy
18,583
+2,558
+16% +$907K 1.99% 18
2020
Q4 		$5.51M Sell
16,025
-39
-0.2% -$12.7K 1.78% 19
2020
Q3 		$4.94M Buy
16,064
+914
+6% +$278K 1.49% 21
2020
Q2 		$4.29M Buy
+15,150
New +$4.08M 1.43% 21
2020
Q1 		– Sell
-820
Closed -$243K – 78
2019
Q4 		$243K Buy
820
+11
+1% +$3.11K 0.08% 67
2019
Q3 		$221K Buy
+809
New +$220K 0.08% 68

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

Brio Consultants's VOO Position: Q2 2026 in Review

Brio Consultants reduced its Vanguard S&P 500 ETF (VOO) stake by 0.84% in Q2 2026, selling an estimated $719K and leaving 127,028 shares worth $87.2M. The position accounts for 10.22% of the portfolio, ranked #1.

Brio Consultants first reported a position in VOO in Q3 2019 and has held it in 27 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Brio Consultants held 127,028 shares of Vanguard S&P 500 ETF worth $87.2M as of Q2 2026.
  • Brio Consultants sold 1,078 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $719K.
  • Vanguard S&P 500 ETF made up 10.22% of Brio Consultants's portfolio in Q2 2026, its #1 holding.
  • Brio Consultants first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
  • 4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.