BridgePort Financial Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

BridgePort Financial Solutions’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	$12.7M	Buy	21,208 +2,683	+14%	+$1.68M	3.59%	4
2025 Q4	$11.6M	Sell	18,525 -2,956	-14%	-$1.84M	3.12%	6
2025 Q3	$13.2M	Buy	21,481 +493	+2%	+$291K	3.54%	4
2025 Q2	$11.9M	Buy	20,988 +4,913	+31%	+$2.58M	3.96%	3
2025 Q1	$8.26M	Buy	16,075 +10	+0.1%	+$5.41K	3.73%	4
2024 Q4	$8.64M	Buy	+16,065	New	+$8.7M	3.91%	3

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

BridgePort Financial Solutions's VOO Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2026, buying an estimated $1.68M and bringing the position to 21,208 shares worth $12.7M. The position accounts for 3.59% of the portfolio, ranked #4.

BridgePort Financial Solutions first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

BridgePort Financial Solutions held 21,208 shares of Vanguard S&P 500 ETF worth $12.7M as of Q1 2026.
BridgePort Financial Solutions bought 2,683 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.68M.
Vanguard S&P 500 ETF made up 3.59% of BridgePort Financial Solutions's portfolio in Q1 2026, its #4 holding.
BridgePort Financial Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's Vanguard S&P 500 ETF position peaked at $13.2M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.