Clear Harbor Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Clear Harbor Asset 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	$702K	Buy	1,023 +12	+1%	+$8K	0.04%	268
2026 Q1	$604K	Buy	1,011 +448	+80%	+$280K	0.04%	289
2025 Q4	$353K	Buy	563 +17	+3%	+$10.6K	0.02%	343
2025 Q3	$335K	Buy	546 +11	+2%	+$6.48K	0.02%	342
2025 Q2	$304K	Sell	535 -238	-31%	-$125K	0.02%	337
2025 Q1	$397K	Buy	773 +164	+27%	+$88.7K	0.03%	296
2024 Q4	$328K	Buy	+609	New	+$330K	0.03%	303
2020 Q4	–	Sell	-245	Closed	-$75.4K	–	717
2020 Q3	$75.4K	Buy	+245	New	+$74.6K	0.01%	347
2020 Q1	–	Sell	-571	Closed	-$169K	–	676
2019 Q4	$169K	Buy	+571	New	+$162K	0.03%	277

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

Clear Harbor Asset Management's VOO Position: Q2 2026 in Review

Clear Harbor Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, buying an estimated $8K and bringing the position to 1,023 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #268.

Clear Harbor Asset Management first reported a position in VOO in Q4 2019 and has held it in 9 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Clear Harbor Asset Management held 1,023 shares of Vanguard S&P 500 ETF worth $702K as of Q2 2026.
Clear Harbor Asset Management bought 12 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8K.
Vanguard S&P 500 ETF made up 0.04% of Clear Harbor Asset Management's portfolio in Q2 2026, its #268 holding.
Clear Harbor Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 9 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.