SevenBridge Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

SevenBridge Financial 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	$294K	Buy	413 +10	+2%	+$6.67K	0.04%	179
2026 Q1	$264K	Hold	403	–	–	0.04%	181
2025 Q4	$257K	Buy	403 +3	+0.8%	+$1.86K	0.04%	184
2025 Q3	$251K	Buy	400 +18	+5%	+$10.6K	0.04%	186
2025 Q2	$226K	Hold	382	–	–	0.04%	201
2025 Q1	$205K	Hold	382	–	–	0.04%	212
2024 Q4	$213K	Sell	382 -2	-0.5%	-$1.08K	0.04%	213
2024 Q3	$211K	Sell	384 -55	-13%	-$28K	0.04%	213
2024 Q2	$211K	Buy	+439	New	+$211K	0.05%	199
2018 Q1	–	Sell	-25	Closed	-$6K	–	643
2017 Q4	$6K	Buy	+25	New	+$5.97K	﹤0.01%	497

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

SevenBridge Financial Group's VOO Position: Q2 2026 in Review

SevenBridge Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q2 2026, buying an estimated $6.67K and bringing the position to 413 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #179.

SevenBridge Financial Group first reported a position in VOO in Q4 2017 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SevenBridge Financial Group held 413 shares of Vanguard S&P 500 ETF worth $294K as of Q2 2026.
SevenBridge Financial Group bought 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
Vanguard S&P 500 ETF made up 0.04% of SevenBridge Financial Group's portfolio in Q2 2026, its #179 holding.
SevenBridge Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 10 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.