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

Sunpointe’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	$3.66M	Buy	6,129 +177	+3%	+$111K	1.2%	21
2025 Q4	$3.73M	Buy	5,952 +216	+4%	+$134K	1.24%	20
2025 Q3	$3.52M	Sell	5,736 -5,800	-50%	-$3.42M	1.27%	17
2025 Q2	$6.57M	Sell	11,536 -306	-3%	-$161K	2.61%	7
2025 Q1	$6.09M	Sell	11,842 -2	-0%	-$1.08K	3.24%	5
2024 Q4	$6.38M	Buy	11,844 +5,281	+80%	+$2.86M	3.21%	7
2024 Q3	$3.47M	Sell	6,563 -4,004	-38%	-$2.04M	2.86%	8
2024 Q2	$5.3M	Buy	10,567 +4,993	+90%	+$2.4M	3.45%	5
2024 Q1	$2.68M	Sell	5,574 -22	-0.4%	-$10.1K	2.98%	6
2023 Q4	$2.44M	Buy	+5,596	New	+$2.29M	3.1%	4

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

Sunpointe's VOO Position: Q1 2026 in Review

Sunpointe increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q1 2026, buying an estimated $111K and bringing the position to 6,129 shares worth $3.66M. The position accounts for 1.2% of the portfolio, ranked #21.

Sunpointe first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.57M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Sunpointe held 6,129 shares of Vanguard S&P 500 ETF worth $3.66M as of Q1 2026.
Sunpointe bought 177 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $111K.
Vanguard S&P 500 ETF made up 1.2% of Sunpointe's portfolio in Q1 2026, its #21 holding.
Sunpointe first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Sunpointe's Vanguard S&P 500 ETF position peaked at $6.57M in Q2 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.