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

Brown Financial Advisory’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	$230K	Buy	+335	New	+$223K	0.1%	46

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Brown Financial Advisory's VOO Position: Q2 2026 in Review

Brown Financial Advisory opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 335 shares worth $230K. The stake represents 0.1% of the portfolio and ranks #46 among its holdings.

2,048 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Brown Financial Advisory held 335 shares of Vanguard S&P 500 ETF worth $230K as of Q2 2026.
Vanguard S&P 500 ETF was a new Brown Financial Advisory position in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of Brown Financial Advisory's portfolio in Q2 2026, its #46 holding.
2,048 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.