BMWM
VOO icon

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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return