Stonebrook Private’s Vanguard S&P 500 ETF VOO Stock Holding History

Stonebrook Private’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	$913K	Buy	1,528 +129	+9%	+$80.7K	0.19%	82
2025 Q4	$877K	Sell	1,399 -161	-10%	-$100K	0.18%	81
2025 Q3	$955K	Buy	1,560 +364	+30%	+$215K	0.21%	87
2025 Q2	$679K	Buy	1,196 +222	+23%	+$117K	0.16%	110
2025 Q1	$500K	Buy	974 +48	+5%	+$25.9K	0.13%	123
2024 Q4	$499K	Buy	926 +47	+5%	+$25.5K	0.13%	116
2024 Q3	$464K	Buy	+879	New	+$447K	0.12%	121
2024 Q1	–	Sell	-587	Closed	-$256K	–	222
2023 Q4	$256K	Buy	+587	New	+$240K	0.09%	168

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

Stonebrook Private's VOO Position: Q1 2026 in Review

Stonebrook Private increased its Vanguard S&P 500 ETF (VOO) stake by 9.2% in Q1 2026, buying an estimated $80.7K and bringing the position to 1,528 shares worth $913K. The position accounts for 0.19% of the portfolio, ranked #82.

Stonebrook Private first reported a position in VOO in Q4 2023 and has held it in 8 quarters since. The position peaked at $955K in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Stonebrook Private held 1,528 shares of Vanguard S&P 500 ETF worth $913K as of Q1 2026.
Stonebrook Private bought 129 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $80.7K.
Vanguard S&P 500 ETF made up 0.19% of Stonebrook Private's portfolio in Q1 2026, its #82 holding.
Stonebrook Private first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Stonebrook Private's Vanguard S&P 500 ETF position peaked at $955K in Q3 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.