BFAI
VOO icon

Bridgelight Financial Advisors, Inc.’s Vanguard S&P 500 ETF VOO Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$3.7M Sell
5,385
-646
-11% -$431K 2.53% 16
2026
Q1 		$3.6M Sell
6,031
-38
-0.6% -$23.8K 3.06% 13
2025
Q4 		$3.81M Buy
+6,069
New +$3.77M 3.24% 14

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s VOO Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $431K and leaving 5,385 shares worth $3.7M. The position accounts for 2.53% of the portfolio, ranked #16.

Bridgelight Financial Advisors, Inc. first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.81M in Q4 2025. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 5,385 shares of Vanguard S&P 500 ETF worth $3.7M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 646 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $431K.
  • Vanguard S&P 500 ETF made up 2.53% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #16 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s Vanguard S&P 500 ETF position peaked at $3.81M in Q4 2025.
  • 1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.