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Onyx Bridge Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Onyx Bridge Wealth 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 		$3.36M Sell
4,889
-27
-0.5% -$18K 0.3% 70
2026
Q1 		$2.94M Buy
4,916
+783
+19% +$490K 0.32% 75
2025
Q4 		$2.59M Sell
4,133
-25
-0.6% -$15.5K 0.28% 81
2025
Q3 		$2.55M Buy
4,158
+197
+5% +$116K 0.28% 75
2025
Q2 		$2.25M Sell
3,961
-78
-2% -$41K 0.3% 67
2025
Q1 		$2.08M Sell
4,039
-72
-2% -$38.9K 0.3% 60
2024
Q4 		$2.22M Sell
4,111
-660
-14% -$357K 0.32% 61
2024
Q3 		$2.52M Buy
4,771
+1,297
+37% +$659K 0.38% 54
2024
Q2 		$1.74M Sell
3,474
-5
-0.1% -$2.41K 0.29% 67
2024
Q1 		$1.63M Buy
3,479
+373
+12% +$171K 0.29% 67
2023
Q4 		$1.36M Sell
3,106
-4
-0.1% -$1.64K 0.27% 58
2023
Q3 		$1.22M Buy
3,110
+702
+29% +$287K 0.29% 61
2023
Q2 		$981K Buy
2,408
+680
+39% +$262K 0.23% 82
2023
Q1 		$650K Buy
1,728
+90
+5% +$33K 0.26% 71
2022
Q4 		$584K Buy
1,638
+202
+14% +$71.4K 0.24% 66
2022
Q3 		$471K Sell
1,436
-46
-3% -$16.8K 0.21% 80
2022
Q2 		$538K Sell
1,482
-1,554
-51% -$585K 0.24% 59
2022
Q1 		$1.16M Sell
3,036
-300
-9% -$123K 0.44% 26
2021
Q4 		$1.47M Buy
3,336
+703
+27% +$297K 0.49% 21
2021
Q3 		$1.08M Buy
2,633
+786
+43% +$319K 0.41% 30
2021
Q2 		$733K Sell
1,847
-24
-1% -$9.21K 0.32% 35
2021
Q1 		$682K Buy
1,871
+66
+4% +$23.4K 0.34% 35
2020
Q4 		$620K Buy
+1,805
New +$588K 0.41% 30

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

Onyx Bridge Wealth Group's VOO Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.55% in Q2 2026, selling an estimated $18K and leaving 4,889 shares worth $3.36M. The position accounts for 0.3% of the portfolio, ranked #70.

Onyx Bridge Wealth Group first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Onyx Bridge Wealth Group held 4,889 shares of Vanguard S&P 500 ETF worth $3.36M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 27 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $18K.
  • Vanguard S&P 500 ETF made up 0.3% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #70 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.