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

Greenbush Financial Group’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 		$48M Buy
69,832
+793
+1% +$529K 14.1% 1
2026
Q1 		$41.3M Buy
69,039
+429
+0.6% +$268K 13.66% 1
2025
Q4 		$43M Buy
68,610
+4,941
+8% +$3.07M 14.63% 1
2025
Q3 		$39M Buy
63,669
+3,747
+6% +$2.21M 14.96% 1
2025
Q2 		$34M Buy
59,922
+16,962
+39% +$8.91M 14.83% 1
2025
Q1 		$22.1M Buy
42,960
+2,239
+5% +$1.21M 10.98% 1
2024
Q4 		$21.9M Buy
+40,721
New +$22.1M 11.56% 1

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

Greenbush Financial Group's VOO Position: Q2 2026 in Review

Greenbush Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $529K and bringing the position to 69,832 shares worth $48M. The position accounts for 14.1% of the portfolio, ranked #1.

Greenbush Financial Group first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Greenbush Financial Group held 69,832 shares of Vanguard S&P 500 ETF worth $48M as of Q2 2026.
  • Greenbush Financial Group bought 793 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $529K.
  • Vanguard S&P 500 ETF made up 14.1% of Greenbush Financial Group's portfolio in Q2 2026, its #1 holding.
  • Greenbush Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.