OBWG
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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Onyx Bridge Wealth Group's VOO Position: Q1 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q1 2026, buying an estimated $490K and bringing the position to 4,916 shares worth $2.94M. The position accounts for 0.32% of the portfolio, ranked #75.

Onyx Bridge Wealth Group first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Onyx Bridge Wealth Group held 4,916 shares of Vanguard S&P 500 ETF worth $2.94M as of Q1 2026.
  • Onyx Bridge Wealth Group bought 783 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $490K.
  • Vanguard S&P 500 ETF made up 0.32% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #75 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.