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 Q2	$43.7M	Buy	63,597 +2,518	+4%	+$1.68M	0.56%	41
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

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

Bleakley Financial Group's VOO Position: Q2 2026 in Review

Bleakley Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 4.1% in Q2 2026, buying an estimated $1.68M and bringing the position to 63,597 shares worth $43.7M. The position accounts for 0.56% of the portfolio, ranked #41.

Bleakley Financial Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bleakley Financial Group held 63,597 shares of Vanguard S&P 500 ETF worth $43.7M as of Q2 2026.
Bleakley Financial Group bought 2,518 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.68M.
Vanguard S&P 500 ETF made up 0.56% of Bleakley Financial Group's portfolio in Q2 2026, its #41 holding.
Bleakley Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.