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

Dunhill Financial’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 		$66.9M Sell
97,277
-8,997
-8% -$6M 13.68% 1
2026
Q1 		$61.3M Sell
106,274
-13,613
-11% -$8.51M 14.44% 1
2025
Q4 		$75.2M Sell
119,887
-3,890
-3% -$2.42M 18.39% 1
2025
Q3 		$75.8M Buy
123,777
+14,655
+13% +$8.64M 19.78% 1
2025
Q2 		$62M Buy
109,122
+24,164
+28% +$12.7M 17.95% 1
2025
Q1 		$38.4M Buy
84,958
+2,061
+2% +$1.11M 17.45% 1
2024
Q4 		$44.7M Buy
82,897
+11,652
+16% +$6.31M 20.78% 1
2024
Q3 		$37.6M Buy
71,245
+3,967
+6% +$2.02M 19.31% 1
2024
Q2 		$33.6M Buy
67,278
+3,389
+5% +$1.63M 20.89% 1
2024
Q1 		$30.7M Buy
63,889
+11,954
+23% +$5.47M 22.79% 1
2023
Q4 		$22.7M Buy
51,935
+32,101
+162% +$13.1M 20.58% 1
2023
Q3 		$7.92M Buy
19,834
+7,294
+58% +$2.98M 4.99% 5
2023
Q2 		$5.06M Buy
+12,540
New +$4.84M 3.33% 7

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Dunhill Financial's VOO Position: Q2 2026 in Review

Dunhill Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q2 2026, selling an estimated $6M and leaving 97,277 shares worth $66.9M. The position accounts for 13.68% of the portfolio, ranked #1.

Dunhill Financial first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $75.8M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Dunhill Financial held 97,277 shares of Vanguard S&P 500 ETF worth $66.9M as of Q2 2026.
  • Dunhill Financial sold 8,997 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6M.
  • Vanguard S&P 500 ETF made up 13.68% of Dunhill Financial's portfolio in Q2 2026, its #1 holding.
  • Dunhill Financial first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • Dunhill Financial's Vanguard S&P 500 ETF position peaked at $75.8M in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.