CHAM
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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
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 – 679
2019
Q4 		$169K Buy
+571
New +$162K 0.03% 277

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return