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Stonegate Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Stonegate Investment 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
2025
Q3 		$22.6M Sell
36,888
-743
-2% -$438K 0.52% 40
2025
Q2 		$21.4M Buy
37,631
+288
+0.8% +$151K 0.54% 36
2025
Q1 		$19.2M Buy
37,343
+2,083
+6% +$1.13M 0.51% 37
2024
Q4 		$19M Sell
35,260
-400
-1% -$217K 0.51% 40
2024
Q3 		$18.8M Buy
35,660
+285
+0.8% +$145K 0.5% 38
2024
Q2 		$17.7M Buy
35,375
+272
+0.8% +$131K 0.51% 36
2024
Q1 		$16.9M Sell
35,103
-521
-1% -$238K 0.53% 36
2023
Q4 		$15.6M Sell
35,624
-186
-0.5% -$76.1K 0.51% 36
2023
Q3 		$14.1M Sell
35,810
-29
-0.1% -$11.9K 0.51% 34
2023
Q2 		$14.6M Sell
35,839
-632
-2% -$244K 0.52% 34
2023
Q1 		$13.7M Sell
36,471
-201
-0.5% -$73.7K 0.51% 36
2022
Q4 		$12.9M Sell
36,672
-22,830
-38% -$8.07M 0.56% 36
2022
Q3 		$19.5M Buy
59,502
+9,785
+20% +$3.57M 0.9% 34
2022
Q2 		$17.2M Buy
+49,717
New +$18.7M 0.76% 34

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stonegate Investment Group's VOO Position: Q3 2025 in Review

Stonegate Investment Group reduced its Vanguard S&P 500 ETF (VOO) stake by 2% in Q3 2025, selling an estimated $438K and leaving 36,888 shares worth $22.6M. The position accounts for 0.52% of the portfolio, ranked #40.

Stonegate Investment Group first reported a position in VOO in Q2 2022 and has held it in 14 quarters since. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Stonegate Investment Group held 36,888 shares of Vanguard S&P 500 ETF worth $22.6M as of Q3 2025.
  • Stonegate Investment Group sold 743 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $438K.
  • Vanguard S&P 500 ETF made up 0.52% of Stonegate Investment Group's portfolio in Q3 2025, its #40 holding.
  • Stonegate Investment Group first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 14 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.