BC
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Burney Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Burney Company’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 		$21.6M Buy
31,379
+213
+0.7% +$142K 0.58% 25
2026
Q1 		$18.6M Sell
31,166
-1,201
-4% -$751K 0.58% 26
2025
Q4 		$20.3M Sell
32,367
-2,877
-8% -$1.79M 0.63% 29
2025
Q3 		$21.6M Buy
35,244
+28
+0.1% +$16.5K 0.69% 31
2025
Q2 		$20M Sell
35,216
-24
-0.1% -$12.6K 0.68% 36
2025
Q1 		$18.1M Buy
35,240
+2,991
+9% +$1.62M 0.66% 38
2024
Q4 		$17.4M Buy
32,249
+1,098
+4% +$595K 0.61% 38
2024
Q3 		$16.4M Hold
31,151
– – 0.58% 37
2024
Q2 		$15.6M Buy
31,151
+119
+0.4% +$57.3K 0.6% 37
2024
Q1 		$14.9M Buy
31,032
+23
+0.1% +$10.5K 0.57% 37
2023
Q4 		$13.5M Sell
31,009
-4
-0% -$1.64K 0.57% 35
2023
Q3 		$12.2M Buy
31,013
+56
+0.2% +$22.9K 0.57% 38
2023
Q2 		$12.6M Sell
30,957
-330
-1% -$127K 0.58% 39
2023
Q1 		$11.8M Buy
31,287
+165
+0.5% +$60.5K 0.58% 40
2022
Q4 		$10.9M Sell
31,122
-537
-2% -$190K 0.55% 42
2022
Q3 		$10.4M Buy
31,659
+56
+0.2% +$20.5K 0.57% 39
2022
Q2 		$11M Buy
31,603
+32
+0.1% +$12.1K 0.58% 43
2022
Q1 		$13.1M Buy
31,571
+55
+0.2% +$22.5K 0.6% 38
2021
Q4 		$13.8M Buy
31,516
+116
+0.4% +$49K 0.59% 42
2021
Q3 		$12.4M Buy
31,400
+133
+0.4% +$54K 0.58% 44
2021
Q2 		$12.3M Hold
31,267
– – 0.57% 45
2021
Q1 		$11.4M Buy
31,267
+80
+0.3% +$28.4K 0.56% 48
2020
Q4 		$10.7M Sell
31,187
-9
-0% -$2.93K 0.59% 43
2020
Q3 		$9.6M Buy
31,196
+630
+2% +$192K 0.59% 39
2020
Q2 		$8.66M Buy
30,566
+174
+0.6% +$46.8K 0.56% 45
2020
Q1 		$7.2M Buy
30,392
+419
+1% +$117K 0.55% 48
2019
Q4 		$8.87M Buy
29,973
+583
+2% +$165K 0.49% 66
2019
Q3 		$8.01M Buy
29,390
+894
+3% +$243K 0.48% 71
2019
Q2 		$7.67M Buy
28,496
+915
+3% +$242K 0.47% 70
2019
Q1 		$7.16M Buy
27,581
+2,200
+9% +$550K 0.44% 74
2018
Q4 		$5.83M Buy
25,381
+467
+2% +$116K 0.41% 76
2018
Q3 		$6.65M Sell
24,914
-273
-1% -$71.4K 0.4% 80
2018
Q2 		$6.28M Buy
25,187
+1,936
+8% +$481K 0.37% 85
2018
Q1 		$5.63M Sell
23,251
-302
-1% -$75.8K 0.35% 91
2017
Q4 		$5.78M Buy
23,553
+2,684
+13% +$641K 0.33% 98
2017
Q3 		$4.8M Sell
20,869
-82
-0.4% -$18.6K 0.31% 107
2017
Q2 		$4.64M Buy
20,951
+50
+0.2% +$11K 0.3% 103
2017
Q1 		$4.52M Buy
20,901
+9
+0% +$1.92K 0.3% 103
2016
Q4 		$4.29M Buy
20,892
+1,848
+10% +$371K 0.29% 104
2016
Q3 		$3.79M Buy
19,044
+306
+2% +$60.7K 0.27% 111
2016
Q2 		$3.6M Buy
18,738
+923
+5% +$176K 0.26% 108
2016
Q1 		$3.36M Buy
17,815
+340
+2% +$60.8K 0.24% 112
2015
Q4 		$3.29M Buy
17,475
+1,711
+11% +$322K 0.24% 109
2015
Q3 		$2.77M Hold
15,764
– – 0.21% 124
2015
Q2 		$2.98M Buy
15,764
+1,225
+8% +$236K 0.2% 125
2015
Q1 		$2.75M Buy
+14,539
New +$2.75M 0.19% 134

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

Burney Company's VOO Position: Q2 2026 in Review

Burney Company increased its Vanguard S&P 500 ETF (VOO) stake by 0.68% in Q2 2026, buying an estimated $142K and bringing the position to 31,379 shares worth $21.6M. The position accounts for 0.58% of the portfolio, ranked #25.

Burney Company first reported a position in VOO in Q1 2015 and has held it in 46 quarters since. The position peaked at $21.6M in Q3 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Burney Company held 31,379 shares of Vanguard S&P 500 ETF worth $21.6M as of Q2 2026.
  • Burney Company bought 213 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $142K.
  • Vanguard S&P 500 ETF made up 0.58% of Burney Company's portfolio in Q2 2026, its #25 holding.
  • Burney Company first reported a position in Vanguard S&P 500 ETF in Q1 2015 and has held it in 46 quarters since.
  • Burney Company's Vanguard S&P 500 ETF position peaked at $21.6M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.