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BSW Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

BSW Wealth Partners’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 		$7.37M Sell
10,737
-244
-2% -$163K 0.82% 24
2026
Q1 		$6.56M Sell
10,981
-795
-7% -$497K 0.8% 25
2025
Q4 		$7.38M Sell
11,776
-26
-0.2% -$16.2K 0.89% 24
2025
Q3 		$7.23M Sell
11,802
-231
-2% -$136K 0.9% 22
2025
Q2 		$6.84M Sell
12,033
-614
-5% -$323K 0.94% 23
2025
Q1 		$6.5M Buy
12,647
+604
+5% +$327K 0.99% 18
2024
Q4 		$6.49M Buy
12,043
+682
+6% +$369K 0.95% 22
2024
Q3 		$5.99M Buy
11,361
+146
+1% +$74.2K 0.9% 24
2024
Q2 		$5.61M Sell
11,215
-243
-2% -$117K 0.92% 24
2024
Q1 		$5.51M Buy
11,458
+129
+1% +$59K 0.93% 24
2023
Q4 		$4.95M Sell
11,329
-2,540
-18% -$1.04M 0.98% 18
2023
Q3 		$5.45M Sell
13,869
-327
-2% -$134K 1.21% 18
2023
Q2 		$5.78M Sell
14,196
-486
-3% -$187K 1.21% 18
2023
Q1 		$5.52M Sell
14,682
-478
-3% -$175K 1.13% 18
2022
Q4 		$5.33M Buy
15,160
+8,538
+129% +$3.02M 1.14% 18
2022
Q3 		$2.17M Sell
6,622
-15
-0.2% -$5.48K 0.53% 26
2022
Q2 		$2.3M Sell
6,637
-333
-5% -$125K 0.55% 27
2022
Q1 		$2.89M Sell
6,970
-8
-0.1% -$3.27K 0.73% 21
2021
Q4 		$3.05M Buy
6,978
+50
+0.7% +$21.1K 0.76% 23
2021
Q3 		$2.73M Sell
6,928
-291
-4% -$118K 0.76% 22
2021
Q2 		$2.84M Sell
7,219
-82
-1% -$31.5K 0.78% 21
2021
Q1 		$2.66M Sell
7,301
-4,721
-39% -$1.67M 0.77% 24
2020
Q4 		$4.13M Sell
12,022
-102
-0.8% -$33.3K 1.27% 15
2020
Q3 		$3.73M Buy
12,124
+719
+6% +$219K 1.4% 14
2020
Q2 		$3.23M Sell
11,405
-4,780
-30% -$1.29M 1.08% 22
2020
Q1 		$3.83M Sell
16,185
-493
-3% -$138K 1.59% 13
2019
Q4 		$4.93M Buy
16,678
+49
+0.3% +$13.9K 1.68% 16
2019
Q3 		$4.53M Sell
16,629
-161
-1% -$43.7K 1.74% 16
2019
Q2 		$4.52M Buy
16,790
+100
+0.6% +$26.5K 1.71% 16
2019
Q1 		$4.33M Sell
16,690
-602
-3% -$150K 1.71% 17
2018
Q4 		$3.97M Buy
+17,292
New +$4.28M 1.5% 20

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BSW Wealth Partners's VOO Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $163K and leaving 10,737 shares worth $7.37M. The position accounts for 0.82% of the portfolio, ranked #24.

BSW Wealth Partners first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.38M in Q4 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • BSW Wealth Partners held 10,737 shares of Vanguard S&P 500 ETF worth $7.37M as of Q2 2026.
  • BSW Wealth Partners sold 244 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $163K.
  • Vanguard S&P 500 ETF made up 0.82% of BSW Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • BSW Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • BSW Wealth Partners's Vanguard S&P 500 ETF position peaked at $7.38M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.