Stage Harbor Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Stage Harbor Financial’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	$1.47M	Sell	2,142 -37	-2%	-$24.7K	0.85%	20
2026 Q1	$1.3M	Buy	2,179 +1,413	+184%	+$884K	0.86%	19
2025 Q4	$480K	Sell	766 -654	-46%	-$406K	0.32%	37
2025 Q3	$870K	Buy	1,420 +897	+172%	+$529K	0.64%	22
2025 Q2	$297K	Sell	523 -1,625	-76%	-$854K	0.24%	43
2025 Q1	$1.1M	Hold	2,148	–	–	0.93%	17
2024 Q4	$1.16M	Buy	2,148 +95	+5%	+$51.5K	1.01%	16
2024 Q3	$1.09M	Sell	2,053 -6,839	-77%	-$3.48M	1%	16
2024 Q2	$4.45M	Buy	8,892 +1,783	+25%	+$858K	4.3%	9
2024 Q1	$3.42M	Sell	7,109 -40	-0.6%	-$18.3K	3.11%	13
2023 Q4	$3.12M	Buy	+7,149	New	+$2.93M	3.01%	13

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

Stage Harbor Financial's VOO Position: Q2 2026 in Review

Stage Harbor Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $24.7K and leaving 2,142 shares worth $1.47M. The position accounts for 0.85% of the portfolio, ranked #20.

Stage Harbor Financial first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.45M in Q2 2024. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Stage Harbor Financial held 2,142 shares of Vanguard S&P 500 ETF worth $1.47M as of Q2 2026.
Stage Harbor Financial sold 37 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24.7K.
Vanguard S&P 500 ETF made up 0.85% of Stage Harbor Financial's portfolio in Q2 2026, its #20 holding.
Stage Harbor Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Stage Harbor Financial's Vanguard S&P 500 ETF position peaked at $4.45M in Q2 2024.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.