Brown Miller Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Brown Miller Wealth Management’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	$274K	Sell	399 -6	-1%	-$4K	0.07%	178
2026 Q1	$242K	Sell	405 -66	-14%	-$41.3K	0.07%	179
2025 Q4	$295K	Buy	471 +67	+17%	+$41.6K	0.08%	159
2025 Q3	$247K	Hold	404	–	–	0.07%	175
2025 Q2	$229K	Buy	+404	New	+$212K	0.07%	176
2024 Q4	–	Sell	-423	Closed	-$223K	–	131
2024 Q3	$223K	Sell	423 -49	-10%	-$24.9K	0.09%	121
2024 Q2	$236K	Hold	472	–	–	0.1%	113
2024 Q1	$227K	Sell	472 -88	-16%	-$40.3K	0.1%	117
2023 Q4	$245K	Buy	+560	New	+$229K	0.12%	113
2022 Q2	–	Sell	-483	Closed	-$201K	–	127
2022 Q1	$201K	Buy	483 +1	+0.2%	+$409	0.12%	118
2021 Q4	$210K	Buy	+482	New	+$203K	0.12%	114

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

Brown Miller Wealth Management's VOO Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $4K and leaving 399 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #178.

Brown Miller Wealth Management first reported a position in VOO in Q4 2021 and has held it in 11 quarters since. The position peaked at $295K in Q4 2025. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Brown Miller Wealth Management held 399 shares of Vanguard S&P 500 ETF worth $274K as of Q2 2026.
Brown Miller Wealth Management sold 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
Vanguard S&P 500 ETF made up 0.07% of Brown Miller Wealth Management's portfolio in Q2 2026, its #178 holding.
Brown Miller Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
Brown Miller Wealth Management's Vanguard S&P 500 ETF position peaked at $295K in Q4 2025.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.