Stonebridge Financial Group (Pennsylvania)’s Vanguard S&P 500 ETF VOO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$2.68M	Buy	3,895 +46	+1%	+$30.7K	0.2%	97
2026 Q1	$2.3M	Buy	3,849 +232	+6%	+$145K	0.19%	100
2025 Q4	$2.27M	Sell	3,617 -40	-1%	-$24.9K	0.19%	95
2025 Q3	$2.24M	Buy	3,657 +42	+1%	+$24.8K	0.2%	98
2025 Q2	$2.05M	Sell	3,615 -364	-9%	-$191K	0.2%	97
2025 Q1	$2.04M	Sell	3,979 -605	-13%	-$327K	0.22%	88
2024 Q4	$2.47M	Buy	+4,584	New	+$2.48M	0.27%	80

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VOO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, buying an estimated $30.7K and bringing the position to 3,895 shares worth $2.68M. The position accounts for 0.2% of the portfolio, ranked #97.

Stonebridge Financial Group (Pennsylvania) first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,547 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 3,895 shares of Vanguard S&P 500 ETF worth $2.68M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 46 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30.7K.
Vanguard S&P 500 ETF made up 0.2% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #97 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,547 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.