Broadview Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Broadview Financial Management’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	$867K	Sell	1,451 -71	-5%	-$44.4K	0.59%	27
2025 Q4	$954K	Buy	1,522 +156	+11%	+$96.9K	0.64%	27
2025 Q3	$836K	Buy	1,366 +4	+0.3%	+$2.36K	0.56%	28
2025 Q2	$774K	Sell	1,362 -30	-2%	-$15.8K	0.53%	29
2025 Q1	$715K	Sell	1,392 -173	-11%	-$93.5K	0.53%	28
2024 Q4	$843K	Buy	1,565 +5	+0.3%	+$2.71K	0.6%	29
2024 Q3	$823K	Sell	1,560 -141	-8%	-$71.7K	0.56%	30
2024 Q2	$851K	Buy	1,701 +99	+6%	+$47.6K	0.62%	28
2024 Q1	$770K	Sell	1,602 -99	-6%	-$45.3K	0.56%	29
2023 Q4	$743K	Buy	1,701 +13	+0.8%	+$5.32K	0.57%	29
2023 Q3	$663K	Buy	1,688 +6	+0.4%	+$2.45K	0.61%	26
2023 Q2	$685K	Sell	1,682 -18	-1%	-$6.94K	0.58%	27
2023 Q1	$639K	Buy	1,700 +7	+0.4%	+$2.57K	0.56%	28
2022 Q4	$595K	Buy	+1,693	New	+$598K	0.53%	30

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

Broadview Financial Management's VOO Position: Q1 2026 in Review

Broadview Financial Management reduced its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q1 2026, selling an estimated $44.4K and leaving 1,451 shares worth $867K. The position accounts for 0.59% of the portfolio, ranked #27.

Broadview Financial Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $954K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Broadview Financial Management held 1,451 shares of Vanguard S&P 500 ETF worth $867K as of Q1 2026.
Broadview Financial Management sold 71 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $44.4K.
Vanguard S&P 500 ETF made up 0.59% of Broadview Financial Management's portfolio in Q1 2026, its #27 holding.
Broadview Financial Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Broadview Financial Management's Vanguard S&P 500 ETF position peaked at $954K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.