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Bar Harbor Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bar Harbor 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 		$910K Buy
1,325
+123
+10% +$82K 0.05% 154
2026
Q1 		$718K Buy
1,202
+92
+8% +$57.5K 0.04% 159
2025
Q4 		$696K Buy
1,110
+60
+6% +$37.3K 0.04% 164
2025
Q3 		$643K Hold
1,050
– – 0.04% 173
2025
Q2 		$596K Sell
1,050
-19
-2% -$9.98K 0.04% 171
2025
Q1 		$549K Sell
1,069
-91
-8% -$49.2K 0.04% 174
2024
Q4 		$625K Hold
1,160
– – 0.04% 166
2024
Q3 		$612K Sell
1,160
-442
-28% -$225K 0.04% 177
2024
Q2 		$801K Buy
1,602
+87
+6% +$41.9K 0.05% 158
2024
Q1 		$728K Buy
1,515
+25
+2% +$11.4K 0.05% 165
2023
Q4 		$651K Hold
1,490
– – 0.05% 167
2023
Q3 		$585K Sell
1,490
-65
-4% -$26.6K 0.05% 175
2023
Q2 		$633K Sell
1,555
-179
-10% -$69.1K 0.05% 173
2023
Q1 		$652K Sell
1,734
-170
-9% -$62.3K 0.05% 170
2022
Q4 		$669K Sell
1,904
-3,638
-66% -$1.29M 0.05% 167
2022
Q3 		$1.82M Buy
5,542
+63
+1% +$23K 0.16% 119
2022
Q2 		$1.9M Buy
5,479
+1,577
+40% +$594K 0.15% 120
2022
Q1 		$1.62M Buy
3,902
+666
+21% +$273K 0.15% 100
2021
Q4 		$1.41M Buy
3,236
+127
+4% +$53.6K 0.12% 109
2021
Q3 		$1.23M Buy
+3,109
New +$1.26M 0.11% 114

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Bar Harbor Wealth Management's VOO Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $82K and bringing the position to 1,325 shares worth $910K. The position accounts for 0.05% of the portfolio, ranked #154.

Bar Harbor Wealth Management first reported a position in VOO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.9M in Q2 2022. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Bar Harbor Wealth Management held 1,325 shares of Vanguard S&P 500 ETF worth $910K as of Q2 2026.
  • Bar Harbor Wealth Management bought 123 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $82K.
  • Vanguard S&P 500 ETF made up 0.05% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Bar Harbor Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • Bar Harbor Wealth Management's Vanguard S&P 500 ETF position peaked at $1.9M in Q2 2022.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.