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

Brown 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 Q3	$946K	Sell	1,350 -22	-2%	-$15.4K	0.21%	56
2026 Q2	$943K	Buy	1,372 +38	+3%	+$25.3K	0.21%	58
2026 Q1	$797K	Buy	1,334 +165	+14%	+$103K	0.2%	60
2025 Q4	$733K	Buy	1,169 +107	+10%	+$66.5K	0.19%	65
2025 Q3	$650K	Buy	1,062 +95	+10%	+$56K	0.18%	65
2025 Q2	$549K	Sell	967 -150	-13%	-$78.8K	0.17%	62
2025 Q1	$574K	Buy	1,117 +394	+54%	+$213K	0.2%	56
2024 Q4	$390K	Buy	723 +147	+26%	+$79.6K	0.14%	59
2024 Q3	$304K	Buy	576 +160	+38%	+$81.3K	0.11%	67
2024 Q2	$208K	Buy	+416	New	+$200K	0.08%	80
2023 Q4	–	Sell	-556	Closed	-$218K	–	92
2023 Q3	$218K	Sell	556 -1,233	-69%	-$504K	0.1%	72
2023 Q2	$729K	Buy	+1,789	New	+$690K	0.38%	44

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brown Wealth Management's VOO Position: Q3 2026 in Review

Brown Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q3 2026, selling an estimated $15.4K and leaving 1,350 shares worth $946K. The position accounts for 0.21% of the portfolio, ranked #56.

Brown Wealth Management first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Brown Wealth Management held 1,350 shares of Vanguard S&P 500 ETF worth $946K as of Q3 2026.
Brown Wealth Management sold 22 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $15.4K.
Vanguard S&P 500 ETF made up 0.21% of Brown Wealth Management's portfolio in Q3 2026, its #56 holding.
Brown Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.