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Brookwood Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Brookwood Investment Group’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 		$1.63M Buy
2,368
+69
+3% +$46K 0.18% 116
2026
Q1 		$1.37M Buy
2,299
+877
+62% +$548K 0.17% 136
2025
Q4 		$892K Sell
1,422
-311
-18% -$193K 0.11% 188
2025
Q3 		$1.06M Buy
1,733
+192
+12% +$113K 0.14% 139
2025
Q2 		$875K Sell
1,541
-285
-16% -$150K 0.14% 151
2025
Q1 		$939K Buy
+1,826
New +$987K 0.16% 131

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Brookwood Investment Group's VOO Position: Q2 2026 in Review

Brookwood Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q2 2026, buying an estimated $46K and bringing the position to 2,368 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #116.

Brookwood Investment Group first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Brookwood Investment Group held 2,368 shares of Vanguard S&P 500 ETF worth $1.63M as of Q2 2026.
  • Brookwood Investment Group bought 69 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $46K.
  • Vanguard S&P 500 ETF made up 0.18% of Brookwood Investment Group's portfolio in Q2 2026, its #116 holding.
  • Brookwood Investment Group first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.