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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Overbrook Management Corp's VOO Position: Q2 2026 in Review

Overbrook Management Corp increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 568 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #52.

Overbrook Management Corp first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.3M in Q4 2023. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Overbrook Management Corp held 568 shares of Vanguard S&P 500 ETF worth $390K as of Q2 2026.
Overbrook Management Corp bought 25 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
Vanguard S&P 500 ETF made up 0.06% of Overbrook Management Corp's portfolio in Q2 2026, its #52 holding.
Overbrook Management Corp first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
Overbrook Management Corp's Vanguard S&P 500 ETF position peaked at $2.3M in Q4 2023.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Overbrook Management Corp's 13F filing for Q2 2026, filed 30 Jul 2026.