Bleakley Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bleakley Financial Group’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	$36.5M	Buy	61,079 +1,940	+3%	+$1.21M	0.57%	39
2025 Q4	$37.1M	Buy	59,139 +2,772	+5%	+$1.72M	0.64%	39
2025 Q3	$34.5M	Sell	56,367 -426	-0.8%	-$251K	0.8%	29
2025 Q2	$32.3M	Buy	56,793 +27,085	+91%	+$14.2M	0.82%	27
2025 Q1	$15.3M	Sell	29,708 -384	-1%	-$208K	0.49%	37
2024 Q4	$16.2M	Sell	30,092 -1,585	-5%	-$858K	0.49%	32
2024 Q3	$16.7M	Buy	31,677 +27	+0.1%	+$13.7K	0.51%	32
2024 Q2	$15.8M	Sell	31,650 -30,443	-49%	-$14.6M	0.46%	37
2024 Q1	$29.8M	Buy	62,093 +748	+1%	+$342K	0.86%	19
2023 Q4	$26.8M	Buy	61,345 +42	+0.1%	+$17.2K	0.85%	19
2023 Q3	$24.1M	Buy	61,303 +1,563	+3%	+$639K	0.85%	19
2023 Q2	$24.3M	Sell	59,740 -1,879	-3%	-$725K	0.76%	21
2023 Q1	$23.2M	Sell	61,619 -13,322	-18%	-$4.89M	0.77%	20
2022 Q4	$26.3M	Buy	+74,941	New	+$26.5M	0.94%	18

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

Bleakley Financial Group's VOO Position: Q1 2026 in Review

Bleakley Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q1 2026, buying an estimated $1.21M and bringing the position to 61,079 shares worth $36.5M. The position accounts for 0.57% of the portfolio, ranked #39.

Bleakley Financial Group first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.1M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Bleakley Financial Group held 61,079 shares of Vanguard S&P 500 ETF worth $36.5M as of Q1 2026.
Bleakley Financial Group bought 1,940 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.21M.
Vanguard S&P 500 ETF made up 0.57% of Bleakley Financial Group's portfolio in Q1 2026, its #39 holding.
Bleakley Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Bleakley Financial Group's Vanguard S&P 500 ETF position peaked at $37.1M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.