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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

SevenBridge Financial Group's VOO Position: Q1 2026 in Review

SevenBridge Financial Group held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 403 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #181.

SevenBridge Financial Group first reported a position in VOO in Q4 2017 and has held it in 9 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

SevenBridge Financial Group held 403 shares of Vanguard S&P 500 ETF worth $264K as of Q1 2026.
SevenBridge Financial Group left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.04% of SevenBridge Financial Group's portfolio in Q1 2026, its #181 holding.
SevenBridge Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 9 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.