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 Q3	$1.17M	Buy	1,667 +5	+0.3%	+$3.49K	0.43%	17
2026 Q2	$1.14M	Buy	1,662 +23	+1%	+$15.3K	0.46%	12
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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Brogan Financial's VOO Position: Q3 2026 in Review

Brogan Financial increased its Vanguard S&P 500 ETF (VOO) stake by 0.3% in Q3 2026, buying an estimated $3.49K and bringing the position to 1,667 shares worth $1.17M. The position accounts for 0.43% of the portfolio, ranked #17.

Brogan Financial first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 3,327 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Brogan Financial held 1,667 shares of Vanguard S&P 500 ETF worth $1.17M as of Q3 2026.
Brogan Financial bought 5 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.49K.
Vanguard S&P 500 ETF made up 0.43% of Brogan Financial's portfolio in Q3 2026, its #17 holding.
Brogan Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Brogan Financial's 13F filing for Q3 2026, filed 12 Nov 2026.