IronBridge Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

IronBridge Private Wealth’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	–	Sell	-621	Closed	-$389K	–	57
2025 Q4	$389K	Hold	621	–	–	0.12%	36
2025 Q3	$380K	Buy	621 +35	+6%	+$20.6K	0.12%	36
2025 Q2	$333K	Buy	586 +36	+7%	+$18.9K	0.12%	32
2025 Q1	$283K	Buy	+550	New	+$297K	0.11%	42
2022 Q1	–	Sell	-400	Closed	-$175K	–	291
2021 Q4	$175K	Sell	400 -15	-4%	-$6.33K	0.09%	37
2021 Q3	$164K	Hold	415	–	–	0.09%	38
2021 Q2	$163K	Buy	415 +400	+2,667%	+$154K	0.1%	40
2021 Q1	$5K	Hold	15	–	–	﹤0.01%	214
2020 Q4	$5K	Buy	+15	New	+$4.89K	﹤0.01%	199

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return

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

IronBridge Private Wealth's VOO Position: Q1 2026 in Review

IronBridge Private Wealth sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 621 shares — an estimated $389K sold.

IronBridge Private Wealth first reported a position in VOO in Q4 2020 and held it in 9 quarters. The position peaked at $389K in Q4 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

IronBridge Private Wealth reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
IronBridge Private Wealth sold 621 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $389K.
IronBridge Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 9 quarters.
IronBridge Private Wealth's Vanguard S&P 500 ETF position peaked at $389K in Q4 2025.
3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.