Stonebridge Financial Group, LLC/CA’s Vanguard S&P 500 ETF VOO Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$5.19M	Buy	+7,553	New	+$5.04M	0.72%	31

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VOO Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 7,553 shares worth $5.19M. The stake represents 0.72% of the portfolio and ranks #31 among its holdings.

3,528 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 7,553 shares of Vanguard S&P 500 ETF worth $5.19M as of Q2 2026.
Vanguard S&P 500 ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard S&P 500 ETF made up 0.72% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #31 holding.
3,528 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.