Burk Holdings’s Vanguard S&P 500 ETF VOO Stock Holding History

Burk Holdings’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	$652K	Sell	949 -947	-50%	-$631K	0.24%	43
2026 Q1	$1.13M	Buy	1,896 +42	+2%	+$26.3K	0.49%	36
2025 Q4	$1.16M	Buy	1,854 +859	+86%	+$534K	0.55%	37
2025 Q3	$609K	Buy	+995	New	+$586K	0.33%	43

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 22.96% 1-Year Est. Return

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

Burk Holdings's VOO Position: Q2 2026 in Review

Burk Holdings reduced its Vanguard S&P 500 ETF (VOO) stake by 50% in Q2 2026, selling an estimated $631K and leaving 949 shares worth $652K. The position accounts for 0.24% of the portfolio, ranked #43.

Burk Holdings first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Burk Holdings held 949 shares of Vanguard S&P 500 ETF worth $652K as of Q2 2026.
Burk Holdings sold 947 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $631K.
Vanguard S&P 500 ETF made up 0.24% of Burk Holdings's portfolio in Q2 2026, its #43 holding.
Burk Holdings first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
Burk Holdings's Vanguard S&P 500 ETF position peaked at $1.16M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.