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Stonebridge Financial Planning Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Stonebridge Financial Planning 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 		$2.56M Buy
4,288
+143
+3% +$89.4K 0.94% 29
2025
Q4 		$2.6M Buy
4,145
+224
+6% +$139K 0.94% 27
2025
Q3 		$2.4M Buy
3,921
+1,007
+35% +$594K 0.9% 31
2025
Q2 		$1.66M Sell
2,914
-65
-2% -$34.2K 0.69% 48
2025
Q1 		$1.53M Sell
2,979
-114
-4% -$61.6K 0.7% 44
2024
Q4 		$1.67M Sell
3,093
-23
-0.7% -$12.5K 0.74% 40
2024
Q3 		$1.64M Sell
3,116
-368
-11% -$187K 0.78% 39
2024
Q2 		$1.74M Sell
3,484
-152
-4% -$73.1K 0.88% 34
2024
Q1 		$1.75M Buy
3,636
+94
+3% +$43K 0.92% 34
2023
Q4 		$1.55M Buy
3,542
+45
+1% +$18.4K 0.89% 32
2023
Q3 		$1.37M Buy
3,497
+105
+3% +$42.9K 0.88% 33
2023
Q2 		$1.38M Sell
3,392
-94
-3% -$36.3K 0.84% 37
2023
Q1 		$1.31M Sell
3,486
-209
-6% -$76.6K 0.85% 36
2022
Q4 		$1.3M Buy
3,695
+35
+1% +$12.4K 0.86% 37
2022
Q3 		$1.2M Sell
3,660
-90
-2% -$32.9K 0.84% 40
2022
Q2 		$1.3M Sell
3,750
-465
-11% -$175K 0.88% 39
2022
Q1 		$1.75M Buy
4,215
+19
+0.5% +$7.78K 0.98% 32
2021
Q4 		$1.71M Buy
4,196
+35
+0.8% +$14.8K 0.89% 33
2021
Q3 		$1.78M Sell
4,161
-89
-2% -$36.1K 0.87% 31
2021
Q2 		$1.71M Buy
4,250
+369
+10% +$142K 0.91% 31
2021
Q1 		$1.47M Buy
3,881
+439
+13% +$156K 0.86% 34
2020
Q4 		$1.18M Buy
3,442
+1,336
+63% +$436K 0.75% 38
2020
Q3 		$672K Buy
2,106
+101
+5% +$30.8K 0.48% 48
2020
Q2 		$575K Buy
2,005
+473
+31% +$127K 0.49% 47
2020
Q1 		$386K Buy
+1,532
New +$429K 0.38% 54

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Stonebridge Financial Planning Group's VOO Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q1 2026, buying an estimated $89.4K and bringing the position to 4,288 shares worth $2.56M. The position accounts for 0.94% of the portfolio, ranked #29.

Stonebridge Financial Planning Group first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.6M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Stonebridge Financial Planning Group held 4,288 shares of Vanguard S&P 500 ETF worth $2.56M as of Q1 2026.
  • Stonebridge Financial Planning Group bought 143 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $89.4K.
  • Vanguard S&P 500 ETF made up 0.94% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #29 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Stonebridge Financial Planning Group's Vanguard S&P 500 ETF position peaked at $2.6M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.