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 Q2	$976K	Sell	1,421 -30	-2%	-$20K	0.6%	27
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

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

Broadview Financial Management's VOO Position: Q2 2026 in Review

Broadview Financial Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, selling an estimated $20K and leaving 1,421 shares worth $976K. The position accounts for 0.6% of the portfolio, ranked #27.

Broadview Financial Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Broadview Financial Management held 1,421 shares of Vanguard S&P 500 ETF worth $976K as of Q2 2026.
Broadview Financial Management sold 30 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $20K.
Vanguard S&P 500 ETF made up 0.6% of Broadview Financial Management's portfolio in Q2 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 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.