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 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

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

Stage Harbor Financial's VOO Position: Q1 2026 in Review

Stage Harbor Financial increased its Vanguard S&P 500 ETF (VOO) stake by 184% in Q1 2026, buying an estimated $884K and bringing the position to 2,179 shares worth $1.3M. The position accounts for 0.86% of the portfolio, ranked #19.

Stage Harbor Financial first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.45M in Q2 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Stage Harbor Financial held 2,179 shares of Vanguard S&P 500 ETF worth $1.3M as of Q1 2026.
Stage Harbor Financial bought 1,413 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $884K.
Vanguard S&P 500 ETF made up 0.86% of Stage Harbor Financial's portfolio in Q1 2026, its #19 holding.
Stage Harbor Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Stage Harbor Financial's Vanguard S&P 500 ETF position peaked at $4.45M in Q2 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.