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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

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

Brown Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, buying an estimated $25.3K and bringing the position to 1,372 shares worth $943K. The position accounts for 0.21% of the portfolio, ranked #58.

Brown Wealth Management first reported a position in VOO in Q2 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Brown Wealth Management held 1,372 shares of Vanguard S&P 500 ETF worth $943K as of Q2 2026.
  • Brown Wealth Management bought 38 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $25.3K.
  • Vanguard S&P 500 ETF made up 0.21% of Brown Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Brown Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 11 quarters since.
  • 993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.