North Berkeley Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

North Berkeley Wealth 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	$210K	Buy	+306	New	+$204K	0.09%	75
2026 Q1	–	Sell	-820	Closed	-$515K	–	80
2025 Q4	$515K	Buy	820 +69	+9%	+$42.9K	0.3%	46
2025 Q3	$460K	Buy	+751	New	+$443K	0.36%	39

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

North Berkeley Wealth Management's VOO Position: Q2 2026 in Review

North Berkeley Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 306 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #75 among its holdings. This is a return to the name: North Berkeley Wealth Management previously reported a position in VOO as recently as Q4 2025.

North Berkeley Wealth Management first reported a position in VOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $515K in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

North Berkeley Wealth Management held 306 shares of Vanguard S&P 500 ETF worth $210K as of Q2 2026.
Vanguard S&P 500 ETF was a new North Berkeley Wealth Management position in Q2 2026.
Vanguard S&P 500 ETF made up 0.09% of North Berkeley Wealth Management's portfolio in Q2 2026, its #75 holding.
North Berkeley Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
North Berkeley Wealth Management's Vanguard S&P 500 ETF position peaked at $515K in Q4 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.