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

Brogan Financial’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	$979K	Buy	1,639 +8	+0.5%	+$5K	0.43%	11
2025 Q4	$1.02M	Buy	1,631 +25	+2%	+$15.5K	0.45%	10
2025 Q3	$984K	Sell	1,606 -4	-0.2%	-$2.36K	0.42%	12
2025 Q2	$914K	Buy	1,610 +8	+0.5%	+$4.2K	0.41%	13
2025 Q1	$823K	Buy	1,602 +55	+4%	+$29.7K	0.4%	13
2024 Q4	$834K	Buy	1,547 +11	+0.7%	+$5.96K	0.41%	13
2024 Q3	$811K	Buy	1,536 +569	+59%	+$289K	0.46%	14
2024 Q2	$484K	Buy	967 +11	+1%	+$5.29K	0.3%	24
2024 Q1	$460K	Buy	956 +151	+19%	+$69.1K	0.3%	25
2023 Q4	$352K	Buy	805 +4	+0.5%	+$1.64K	0.26%	32
2023 Q3	$316K	Buy	801 +1	+0.1%	+$409	0.28%	29
2023 Q2	$327K	Buy	800 +3	+0.4%	+$1.16K	0.28%	29
2023 Q1	$300K	Buy	797 +1	+0.1%	+$367	0.26%	30
2022 Q4	$280K	Buy	+796	New	+$281K	0.25%	31

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

Brogan Financial's VOO Position: Q1 2026 in Review

Brogan Financial increased its Vanguard S&P 500 ETF (VOO) stake by 0.49% in Q1 2026, buying an estimated $5K and bringing the position to 1,639 shares worth $979K. The position accounts for 0.43% of the portfolio, ranked #11.

Brogan Financial first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Brogan Financial held 1,639 shares of Vanguard S&P 500 ETF worth $979K as of Q1 2026.
Brogan Financial bought 8 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $5K.
Vanguard S&P 500 ETF made up 0.43% of Brogan Financial's portfolio in Q1 2026, its #11 holding.
Brogan Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Brogan Financial's Vanguard S&P 500 ETF position peaked at $1.02M in Q4 2025.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.