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BWM Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

BWM Planning’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 		$1.14M Hold
1,660
– – 0.26% 46
2026
Q1 		$992K Buy
1,660
+42
+3% +$26.3K 0.26% 47
2025
Q4 		$1.01M Buy
1,618
+827
+105% +$514K 0.27% 49
2025
Q3 		$484K Buy
791
+2
+0.3% +$1.18K 0.14% 62
2025
Q2 		$448K Hold
789
– – 0.15% 60
2025
Q1 		$405K Sell
789
-55
-7% -$29.7K 0.17% 59
2024
Q4 		$455K Buy
844
+53
+7% +$28.7K 0.2% 59
2024
Q3 		$418K Buy
+791
New +$402K 0.19% 60

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BWM Planning's VOO Position: Q2 2026 in Review

BWM Planning held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,660 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #46.

BWM Planning first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • BWM Planning held 1,660 shares of Vanguard S&P 500 ETF worth $1.14M as of Q2 2026.
  • BWM Planning left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.26% of BWM Planning's portfolio in Q2 2026, its #46 holding.
  • BWM Planning first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.