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Broadwater Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Broadwater Capital’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 		$16.5K Hold
24
– – 0.01% 136
2026
Q1 		$15.1K Hold
24
– – 0.01% 141
2025
Q4 		$15.1K Hold
24
– – 0.01% 141
2025
Q3 		$14.7K Sell
24
-13,609
-100% -$8.02M 0.01% 146
2025
Q2 		$13.6M Buy
13,633
+13,613
+68,065% +$7.15M 0.01% 148
2025
Q1 		$10.3K Hold
20
– – 0.01% 158
2024
Q4 		$10.8K Buy
+20
New +$10.8K 0.01% 164

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Broadwater Capital's VOO Position: Q2 2026 in Review

Broadwater Capital held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 24 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #136.

Broadwater Capital first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.6M in Q2 2025. 2,462 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Broadwater Capital held 24 shares of Vanguard S&P 500 ETF worth $16.5K as of Q2 2026.
  • Broadwater Capital left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #136 holding.
  • Broadwater Capital first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Broadwater Capital's Vanguard S&P 500 ETF position peaked at $13.6M in Q2 2025.
  • 2,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.