Three Bridge Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Three Bridge Wealth Advisors’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	$31.9M	Sell	46,454 -1,818	-4%	-$1.21M	7.99%	2
2026 Q1	$28.8M	Buy	48,272 +4,931	+11%	+$3.08M	7.92%	2
2025 Q4	$27.2M	Buy	43,341 +2,460	+6%	+$1.53M	7.17%	3
2025 Q3	$25.1M	Buy	40,881 +400	+1%	+$236K	6.47%	4
2025 Q2	$23.1M	Sell	40,481 -465	-1%	-$244K	6.08%	5
2025 Q1	$21M	Buy	40,946 +41	+0.1%	+$22.2K	7.32%	3
2024 Q4	$22M	Buy	40,905 +7,111	+21%	+$3.85M	7.72%	2
2024 Q3	$17.9M	Buy	33,794 +7,741	+30%	+$3.93M	6.6%	4
2024 Q2	$13.1M	Buy	26,053 +6,793	+35%	+$3.27M	5.18%	4
2024 Q1	$9.26M	Buy	19,260 +6,926	+56%	+$3.17M	3.65%	5
2023 Q4	$5.39M	Buy	12,334 +932	+8%	+$382K	1.86%	16
2023 Q3	$4.49M	Buy	11,402 +1,965	+21%	+$803K	1.87%	15
2023 Q2	$3.86M	Buy	9,437 +3,180	+51%	+$1.23M	1.63%	15
2023 Q1	$2.35M	Buy	6,257 +441	+8%	+$162K	1.09%	20
2022 Q4	$2.04M	Buy	5,816 +1,506	+35%	+$532K	1.1%	19
2022 Q3	$1.42M	Buy	4,310 +110	+3%	+$40.2K	0.72%	27
2022 Q2	$1.46M	Buy	4,200 +345	+9%	+$130K	0.72%	29
2022 Q1	$1.6M	Buy	+3,855	New	+$1.58M	0.45%	28

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

Three Bridge Wealth Advisors's VOO Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, selling an estimated $1.21M and leaving 46,454 shares worth $31.9M. The position accounts for 7.99% of the portfolio, ranked #2.

Three Bridge Wealth Advisors first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Three Bridge Wealth Advisors held 46,454 shares of Vanguard S&P 500 ETF worth $31.9M as of Q2 2026.
Three Bridge Wealth Advisors sold 1,818 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.21M.
Vanguard S&P 500 ETF made up 7.99% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Three Bridge Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.