Union Savings Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Union Savings Bank’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	$249K	Hold	362	–	–	0.1%	113
2026 Q1	$216K	Hold	362	–	–	0.09%	122
2025 Q4	$227K	Buy	+362	New	+$225K	0.1%	122
2025 Q2	$195K	Hold	336	–	–	0.09%	130
2025 Q1	$173K	Sell	336 -95	-22%	-$51.4K	0.08%	132
2024 Q4	$232K	Sell	431 -56	-11%	-$30.3K	0.11%	115
2024 Q3	$257K	Sell	487 -6	-1%	-$3.05K	0.13%	113
2024 Q2	$247K	Buy	493 +87	+21%	+$41.9K	0.13%	116
2024 Q1	$195K	Hold	406	–	–	0.1%	123
2023 Q4	$177K	Hold	406	–	–	0.1%	130
2023 Q3	$159K	Hold	406	–	–	0.1%	133
2023 Q2	$171K	Buy	+406	New	+$157K	0.1%	133

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

Union Savings Bank's VOO Position: Q2 2026 in Review

Union Savings Bank held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 362 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #113.

Union Savings Bank first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $257K in Q3 2024. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Union Savings Bank held 362 shares of Vanguard S&P 500 ETF worth $249K as of Q2 2026.
Union Savings Bank left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of Union Savings Bank's portfolio in Q2 2026, its #113 holding.
Union Savings Bank first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Vanguard S&P 500 ETF position peaked at $257K in Q3 2024.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.