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STAR Financial Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

STAR Financial Bank’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 		– Sell
-820
Closed -$514K – 119
2025
Q4 		$514K Sell
820
-182
-18% -$113K 0.26% 59
2025
Q3 		$614K Sell
1,002
-172
-15% -$101K 0.36% 53
2025
Q2 		$667K Hold
1,174
– – 0.42% 53
2025
Q1 		$603K Sell
1,174
-86
-7% -$46.5K 0.44% 55
2024
Q4 		$679K Hold
1,260
– – 0.49% 46
2024
Q3 		$665K Buy
+1,260
New +$640K 0.45% 53

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

STAR Financial Bank's VOO Position: Q1 2026 in Review

STAR Financial Bank sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 820 shares — an estimated $514K sold.

STAR Financial Bank first reported a position in VOO in Q3 2024 and held it in 6 quarters. The position peaked at $679K in Q4 2024. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • STAR Financial Bank reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • STAR Financial Bank sold 820 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $514K.
  • STAR Financial Bank first reported a position in Vanguard S&P 500 ETF in Q3 2024 and held it in 6 quarters.
  • STAR Financial Bank's Vanguard S&P 500 ETF position peaked at $679K in Q4 2024.
  • 3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.