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 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	Sell	683 -42,712	-98%	-$19.5M	0.19%	60
2023 Q4	$17.8M	Buy	43,395 +405	+0.9%	+$166K	0.16%	61
2023 Q3	$17.6M	Buy	+42,990	New	+$17.6M	0.17%	62
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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Granite Bay Wealth Management's VOO Position: Q1 2026 in Review

Granite Bay Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 107% in Q1 2026, buying an estimated $454K and bringing the position to 1,403 shares worth $838K. The position accounts for 0.18% of the portfolio, ranked #44.

Granite Bay Wealth Management first reported a position in VOO in Q4 2021 and has held it in 13 quarters since. The position peaked at $17.8M in Q4 2023. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Granite Bay Wealth Management held 1,403 shares of Vanguard S&P 500 ETF worth $838K as of Q1 2026.
Granite Bay Wealth Management bought 726 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $454K.
Vanguard S&P 500 ETF made up 0.18% of Granite Bay Wealth Management's portfolio in Q1 2026, its #44 holding.
Granite Bay Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
Granite Bay Wealth Management's Vanguard S&P 500 ETF position peaked at $17.8M in Q4 2023.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.