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Burns Matteson Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Burns Matteson Capital 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 		$682K Buy
993
+39
+4% +$26K 0.21% 74
2026
Q1 		$570K Buy
954
+45
+5% +$28.1K 0.21% 88
2025
Q4 		$570K Sell
909
-45
-5% -$28K 0.2% 91
2025
Q3 		$584K Buy
954
+27
+3% +$15.9K 0.23% 68
2025
Q2 		$526K Sell
927
-33
-3% -$17.3K 0.25% 68
2025
Q1 		$493K Buy
960
+64
+7% +$34.6K 0.27% 69
2024
Q4 		$483K Buy
896
+30
+3% +$16.2K 0.27% 71
2024
Q3 		$457K Sell
866
-258
-23% -$131K 0.26% 68
2024
Q2 		$562K Buy
1,124
+36
+3% +$17.3K 0.35% 58
2024
Q1 		$523K Buy
+1,088
New +$498K 0.34% 61

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

Burns Matteson Capital Management's VOO Position: Q2 2026 in Review

Burns Matteson Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.1% in Q2 2026, buying an estimated $26K and bringing the position to 993 shares worth $682K. The position accounts for 0.21% of the portfolio, ranked #74.

Burns Matteson Capital Management first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Burns Matteson Capital Management held 993 shares of Vanguard S&P 500 ETF worth $682K as of Q2 2026.
  • Burns Matteson Capital Management bought 39 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26K.
  • Vanguard S&P 500 ETF made up 0.21% of Burns Matteson Capital Management's portfolio in Q2 2026, its #74 holding.
  • Burns Matteson Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.