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Dougherty & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Dougherty & Associates’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 		$7.72M Buy
11,246
+93
+0.8% +$62K 6.18% 6
2026
Q1 		$6.66M Buy
11,153
+193
+2% +$121K 6.12% 5
2025
Q4 		$6.87M Buy
+10,960
New +$6.81M 6.14% 6

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

Dougherty & Associates's VOO Position: Q2 2026 in Review

Dougherty & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 0.83% in Q2 2026, buying an estimated $62K and bringing the position to 11,246 shares worth $7.72M. The position accounts for 6.18% of the portfolio, ranked #6.

Dougherty & Associates first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Dougherty & Associates held 11,246 shares of Vanguard S&P 500 ETF worth $7.72M as of Q2 2026.
  • Dougherty & Associates bought 93 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $62K.
  • Vanguard S&P 500 ETF made up 6.18% of Dougherty & Associates's portfolio in Q2 2026, its #6 holding.
  • Dougherty & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.