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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fulton Breakefield Broenniman's VOO Position: Q1 2026 in Review

Fulton Breakefield Broenniman increased its Vanguard S&P 500 ETF (VOO) stake by 25% in Q1 2026, buying an estimated $176K and bringing the position to 1,432 shares worth $856K. The position accounts for 0.06% of the portfolio, ranked #99.

Fulton Breakefield Broenniman first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $879K in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Fulton Breakefield Broenniman held 1,432 shares of Vanguard S&P 500 ETF worth $856K as of Q1 2026.
Fulton Breakefield Broenniman bought 282 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $176K.
Vanguard S&P 500 ETF made up 0.06% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #99 holding.
Fulton Breakefield Broenniman first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Fulton Breakefield Broenniman's Vanguard S&P 500 ETF position peaked at $879K in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.