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 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

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

Three Bridge Wealth Advisors's VOO Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, buying an estimated $3.08M and bringing the position to 48,272 shares worth $28.8M. The position accounts for 7.92% of the portfolio, ranked #2.

Three Bridge Wealth Advisors first reported a position in VOO in Q1 2022 and has held it in 17 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Three Bridge Wealth Advisors held 48,272 shares of Vanguard S&P 500 ETF worth $28.8M as of Q1 2026.
Three Bridge Wealth Advisors bought 4,931 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.08M.
Vanguard S&P 500 ETF made up 7.92% of Three Bridge Wealth Advisors's portfolio in Q1 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 17 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.