Van Den Berg Management I’s Vanguard S&P 500 ETF VOO Stock Holding History

Van Den Berg Management I’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	$599K	Sell	872 -255	-23%	-$170K	0.13%	69
2026 Q1	$673K	Buy	1,127 +174	+18%	+$109K	0.15%	69
2025 Q4	$598K	Sell	953 -14	-1%	-$8.7K	0.14%	71
2025 Q3	$592K	Buy	967 +25	+3%	+$14.7K	0.15%	67
2025 Q2	$535K	Sell	942 -98	-9%	-$51.5K	0.15%	65
2025 Q1	$534K	Buy	1,040 +5	+0.5%	+$2.7K	0.16%	65
2024 Q4	$558K	Sell	1,035 -23	-2%	-$12.5K	0.16%	64
2024 Q3	$558K	Sell	1,058 -190	-15%	-$96.6K	0.16%	65
2024 Q2	$624K	Sell	1,248 -5	-0.4%	-$2.41K	0.19%	63
2024 Q1	$602K	Sell	1,253 -30	-2%	-$13.7K	0.18%	64
2023 Q4	$560K	Buy	1,283 +1,262	+6,010%	+$517K	0.19%	62
2023 Q3	$8.2K	Hold	21	–	–	﹤0.01%	94
2023 Q2	$8.51K	Hold	21	–	–	﹤0.01%	96
2023 Q1	$7.86K	Hold	21	–	–	﹤0.01%	99
2022 Q4	$7.38K	Buy	+21	New	+$7.42K	﹤0.01%	98

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

Van Den Berg Management I's VOO Position: Q2 2026 in Review

Van Den Berg Management I reduced its Vanguard S&P 500 ETF (VOO) stake by 23% in Q2 2026, selling an estimated $170K and leaving 872 shares worth $599K. The position accounts for 0.13% of the portfolio, ranked #69.

Van Den Berg Management I first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $673K in Q1 2026. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Van Den Berg Management I held 872 shares of Vanguard S&P 500 ETF worth $599K as of Q2 2026.
Van Den Berg Management I sold 255 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $170K.
Vanguard S&P 500 ETF made up 0.13% of Van Den Berg Management I's portfolio in Q2 2026, its #69 holding.
Van Den Berg Management I first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Van Den Berg Management I's Vanguard S&P 500 ETF position peaked at $673K in Q1 2026.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.