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CHB Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

CHB Investment 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
2025
Q2 		$2.26M Buy
3,985
+19
+0.5% +$9.98K 1.15% 40
2025
Q1 		$2.04M Sell
3,966
-194
-5% -$105K 1.08% 48
2024
Q4 		$2.24M Sell
4,160
-360
-8% -$195K 1.22% 43
2024
Q3 		$2.38M Buy
+4,520
New +$2.3M 1.27% 44

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

CHB Investment Group's VOO Position: Q2 2025 in Review

CHB Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.48% in Q2 2025, buying an estimated $9.98K and bringing the position to 3,985 shares worth $2.26M. The position accounts for 1.15% of the portfolio, ranked #40.

CHB Investment Group first reported a position in VOO in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.38M in Q3 2024. 3,392 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • CHB Investment Group held 3,985 shares of Vanguard S&P 500 ETF worth $2.26M as of Q2 2025.
  • CHB Investment Group bought 19 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $9.98K.
  • Vanguard S&P 500 ETF made up 1.15% of CHB Investment Group's portfolio in Q2 2025, its #40 holding.
  • CHB Investment Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's Vanguard S&P 500 ETF position peaked at $2.38M in Q3 2024.
  • 3,392 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.