Brown Financial Advisory
VOO icon

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
Q3 		– Sell
-335
Closed -$230K – 50
2026
Q2 		$230K Buy
+335
New +$223K 0.1% 46

Other funds holding VOO

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Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Brown Financial Advisory's VOO Position: Q3 2026 in Review

Brown Financial Advisory sold out of Vanguard S&P 500 ETF (VOO) in Q3 2026, closing a stake of 335 shares — an estimated $230K sold.

Brown Financial Advisory first reported a position in VOO in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Brown Financial Advisory reported no remaining Vanguard S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Brown Financial Advisory sold 335 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $230K.
  • Brown Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q2 2026 and held it in 1 quarter.
  • Brown Financial Advisory's Vanguard S&P 500 ETF position peaked at $230K in Q2 2026.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Brown Financial Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.