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

Bullock 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	$353K	Buy	515 +218	+73%	+$145K	0.15%	132
2026 Q1	$179K	Hold	297	–	–	0.09%	172
2025 Q4	$186K	Buy	297 +113	+61%	+$70.2K	0.09%	171
2025 Q3	$113K	Sell	184 -3	-2%	-$1.77K	0.06%	203
2025 Q2	$106K	Buy	187 +155	+484%	+$81.5K	0.06%	196
2025 Q1	$16.5K	Hold	32	–	–	0.01%	325
2024 Q4	$17.2K	Buy	32 +19	+146%	+$10.3K	0.01%	337
2024 Q3	$6.8K	Buy	13 +1	+8%	+$508	﹤0.01%	412
2024 Q2	$6.01K	Buy	12 +1	+9%	+$481	﹤0.01%	396
2024 Q1	$5.28K	Buy	+11	New	+$5.03K	﹤0.01%	414

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Bullock Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 73% in Q2 2026, buying an estimated $145K and bringing the position to 515 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #132.

Bullock Wealth Management first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,017 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bullock Wealth Management held 515 shares of Vanguard S&P 500 ETF worth $353K as of Q2 2026.
Bullock Wealth Management bought 218 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $145K.
Vanguard S&P 500 ETF made up 0.15% of Bullock Wealth Management's portfolio in Q2 2026, its #132 holding.
Bullock Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,017 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.