CBA
VOO icon

Coastal Bridge Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Coastal Bridge Advisors’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 		$2.21M Buy
3,692
+16
+0.4% +$10K 0.16% 150
2025
Q4 		$2.31M Buy
3,676
+1,154
+46% +$717K 0.17% 138
2025
Q3 		$1.54M Buy
2,522
+43
+2% +$25.3K 0.12% 171
2025
Q2 		$1.41M Buy
+2,479
New +$1.3M 0.12% 177
2025
Q1 		– Sell
-765
Closed -$412K – 397
2024
Q4 		$412K Sell
765
-252
-25% -$136K 0.1% 104
2024
Q3 		$537K Buy
1,017
+275
+37% +$140K 0.13% 92
2024
Q2 		$371K Buy
742
+72
+11% +$34.6K 0.09% 107
2024
Q1 		$322K Hold
670
– – 0.07% 119
2023
Q4 		$293K Buy
+670
New +$274K 0.07% 119

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 $1.56T 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 $871B 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