Granite Bay Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Granite Bay Wealth 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	$13.2M	Buy	19,192 +17,789	+1,268%	+$11.9M	1.21%	24
2026 Q1	$838K	Buy	1,403 +726	+107%	+$454K	0.18%	44
2025 Q4	$425K	Buy	677 +21	+3%	+$13.1K	0.1%	55
2025 Q3	$402K	Sell	656 -133	-17%	-$78.4K	0.1%	54
2025 Q2	$448K	Buy	789 +6	+0.8%	+$3.15K	0.14%	42
2025 Q1	$402K	Sell	783 -72	-8%	-$38.9K	0.14%	49
2024 Q4	$461K	Buy	+855	New	+$463K	0.17%	46
2024 Q3	–	Sell	-769	Closed	-$385K	–	74
2024 Q2	$385K	Buy	769 +86	+13%	+$41.4K	0.21%	47
2024 Q1	$328K	Buy	+683	New	+$313K	0.19%	60
2023 Q2	–	Sell	-692	Closed	-$260K	–	74
2023 Q1	$260K	Buy	+692	New	+$254K	0.18%	57
2022 Q2	–	Sell	-548	Closed	-$227K	–	61
2022 Q1	$227K	Hold	548	–	–	0.18%	57
2021 Q4	$239K	Buy	+548	New	+$231K	0.24%	54

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Granite Bay Wealth Management's VOO Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1,268% in Q2 2026, buying an estimated $11.9M and bringing the position to 19,192 shares worth $13.2M. The position accounts for 1.21% of the portfolio, ranked #24.

Granite Bay Wealth Management first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Granite Bay Wealth Management held 19,192 shares of Vanguard S&P 500 ETF worth $13.2M as of Q2 2026.
Granite Bay Wealth Management bought 17,789 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $11.9M.
Vanguard S&P 500 ETF made up 1.21% of Granite Bay Wealth Management's portfolio in Q2 2026, its #24 holding.
Granite Bay Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.