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 Q2	$4.25M	Buy	6,197 +68	+1%	+$45.3K	1.21%	22
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Sunpointe's VOO Position: Q2 2026 in Review

Sunpointe increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $45.3K and bringing the position to 6,197 shares worth $4.25M. The position accounts for 1.21% of the portfolio, ranked #22.

Sunpointe first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.57M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sunpointe held 6,197 shares of Vanguard S&P 500 ETF worth $4.25M as of Q2 2026.
Sunpointe bought 68 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $45.3K.
Vanguard S&P 500 ETF made up 1.21% of Sunpointe's portfolio in Q2 2026, its #22 holding.
Sunpointe first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Sunpointe's Vanguard S&P 500 ETF position peaked at $6.57M in Q2 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.