Fulton Breakefield Broenniman’s Vanguard S&P 500 ETF VOO Stock Holding History

Fulton Breakefield Broenniman’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	$1.02M	Buy	1,479 +47	+3%	+$31.3K	0.06%	96
2026 Q1	$856K	Buy	1,432 +282	+25%	+$176K	0.06%	99
2025 Q4	$721K	Sell	1,150 -285	-20%	-$177K	0.05%	109
2025 Q3	$879K	Buy	1,435 +20	+1%	+$11.8K	0.06%	100
2025 Q2	$804K	Buy	1,415 +582	+70%	+$306K	0.05%	99
2025 Q1	$428K	Buy	833 +401	+93%	+$217K	0.03%	122
2024 Q4	$233K	Hold	432	–	–	0.02%	171
2024 Q3	$228K	Sell	432 -225	-34%	-$114K	0.02%	171
2024 Q2	$328K	Buy	+657	New	+$316K	0.02%	142

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

Fulton Breakefield Broenniman's VOO Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q2 2026, buying an estimated $31.3K and bringing the position to 1,479 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #96.

Fulton Breakefield Broenniman first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fulton Breakefield Broenniman held 1,479 shares of Vanguard S&P 500 ETF worth $1.02M as of Q2 2026.
Fulton Breakefield Broenniman bought 47 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
Vanguard S&P 500 ETF made up 0.06% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #96 holding.
Fulton Breakefield Broenniman first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.