Overbrook Management Corp’s Vanguard S&P 500 ETF VOO Stock Holding History

Overbrook Management Corp’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 Q3	$399K	Buy	569 +1	+0.2%	+$698	0.06%	45
2026 Q2	$390K	Buy	568 +25	+5%	+$16.7K	0.06%	52
2026 Q1	$324K	Buy	543 +19	+4%	+$11.9K	0.06%	48
2025 Q4	$328K	Sell	524 -80	-13%	-$49.7K	0.06%	42
2025 Q3	$370K	Buy	604 +21	+4%	+$12.4K	0.07%	39
2025 Q2	$331K	Sell	583 -150	-20%	-$78.8K	0.06%	41
2025 Q1	$377K	Buy	733 +1	+0.1%	+$541	0.09%	41
2024 Q4	$394K	Sell	732 -306	-29%	-$166K	0.08%	43
2024 Q3	$548K	Sell	1,038 -785	-43%	-$399K	0.13%	40
2024 Q2	$912K	Sell	1,823 -1,540	-46%	-$741K	0.23%	38
2024 Q1	$1.62M	Sell	3,363 -1,896	-36%	-$868K	0.43%	33
2023 Q4	$2.3M	Buy	5,259 +2,731	+108%	+$1.12M	0.46%	33
2023 Q3	$993K	Buy	2,528 +1,087	+75%	+$444K	0.23%	35
2023 Q2	$587K	Buy	1,441 +485	+51%	+$187K	0.14%	41
2023 Q1	$360K	Hold	956	–	–	0.09%	57
2022 Q4	$336K	Hold	956	–	–	0.1%	59
2022 Q3	$314K	Sell	956 -887	-48%	-$324K	0.09%	57
2022 Q2	$639K	Buy	+1,843	New	+$694K	0.18%	44

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Overbrook Management Corp's VOO Position: Q3 2026 in Review

Overbrook Management Corp increased its Vanguard S&P 500 ETF (VOO) stake by 0.18% in Q3 2026, buying an estimated $698 and bringing the position to 569 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #45.

Overbrook Management Corp first reported a position in VOO in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.3M in Q4 2023. 565 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Overbrook Management Corp held 569 shares of Vanguard S&P 500 ETF worth $399K as of Q3 2026.
Overbrook Management Corp bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
Vanguard S&P 500 ETF made up 0.06% of Overbrook Management Corp's portfolio in Q3 2026, its #45 holding.
Overbrook Management Corp first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
Overbrook Management Corp's Vanguard S&P 500 ETF position peaked at $2.3M in Q4 2023.
565 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.