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 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

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

Brogan Financial's VOO Position: Q2 2026 in Review

Brogan Financial increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,662 shares worth $1.14M. The position accounts for 0.46% of the portfolio, ranked #12.

Brogan Financial first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Brogan Financial held 1,662 shares of Vanguard S&P 500 ETF worth $1.14M as of Q2 2026.
Brogan Financial bought 23 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
Vanguard S&P 500 ETF made up 0.46% of Brogan Financial's portfolio in Q2 2026, its #12 holding.
Brogan Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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