Sandy Cove Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Sandy Cove Advisors’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	$32.6M	Buy	47,427 +2	+0%	+$1.33K	8.15%	2
2026 Q1	$28.3M	Buy	47,425 +345	+0.7%	+$216K	8.48%	2
2025 Q4	$29.5M	Sell	47,080 -3,603	-7%	-$2.24M	8.75%	2
2025 Q3	$31M	Buy	50,683 +960	+2%	+$566K	9.92%	2
2025 Q2	$28.2M	Sell	49,723 -190	-0.4%	-$99.9K	10.2%	2
2025 Q1	$25.7M	Buy	49,913 +1,222	+3%	+$661K	10.3%	2
2024 Q4	$26.2M	Sell	48,691 -963	-2%	-$522K	10.3%	2
2024 Q3	$26.2M	Buy	49,654 +785	+2%	+$399K	10.69%	2
2024 Q2	$24.4M	Buy	48,869 +1,724	+4%	+$830K	10.88%	2
2024 Q1	$22.7M	Buy	47,145 +1,495	+3%	+$684K	10.44%	2
2023 Q4	$19.9M	Buy	45,650 +4,056	+10%	+$1.66M	10.21%	1
2023 Q3	$16.3M	Buy	41,594 +255	+0.6%	+$104K	9.46%	1
2023 Q2	$16.8M	Sell	41,339 -319	-0.8%	-$123K	9.58%	1
2023 Q1	$15.7M	Sell	41,658 -1,333	-3%	-$489K	11.35%	1
2022 Q4	$15.1M	Sell	42,991 -3,675	-8%	-$1.3M	12.17%	1
2022 Q3	$15.3M	Buy	46,666 +6,746	+17%	+$2.46M	13.78%	1
2022 Q2	$13.8M	Buy	39,920 +369	+0.9%	+$139K	12.58%	1
2022 Q1	$16.4M	Buy	39,551 +2,897	+8%	+$1.19M	13.65%	1
2021 Q4	$16M	Buy	+36,654	New	+$15.5M	13.47%	1

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

Sandy Cove Advisors's VOO Position: Q2 2026 in Review

Sandy Cove Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0% in Q2 2026, buying an estimated $1.33K and bringing the position to 47,427 shares worth $32.6M. The position accounts for 8.15% of the portfolio, ranked #2.

Sandy Cove Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sandy Cove Advisors held 47,427 shares of Vanguard S&P 500 ETF worth $32.6M as of Q2 2026.
Sandy Cove Advisors bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 8.15% of Sandy Cove Advisors's portfolio in Q2 2026, its #2 holding.
Sandy Cove Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.