Annis Gardner Whiting Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Annis Gardner Whiting Capital 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	$1.94M	Buy	3,238 +117	+4%	+$73.2K	0.31%	54
2025 Q4	$1.96M	Hold	3,121	–	–	0.37%	43
2025 Q3	$1.92M	Sell	3,121 -272	-8%	-$160K	0.4%	41
2025 Q2	$1.93M	Buy	3,393 +12	+0.4%	+$6.31K	0.67%	26
2025 Q1	$1.74M	Buy	3,381 +14	+0.4%	+$7.57K	0.73%	24
2024 Q4	$1.81M	Hold	3,367	–	–	0.51%	37
2024 Q3	$1.78M	Buy	3,367 +27	+0.8%	+$13.7K	0.5%	32
2024 Q2	$1.68M	Buy	3,340 +12	+0.4%	+$5.77K	0.48%	34
2024 Q1	$1.6M	Buy	3,328 +131	+4%	+$60K	0.57%	22
2023 Q4	$1.4M	Hold	3,197	–	–	0.62%	23
2023 Q3	$1.26M	Buy	+3,197	New	+$1.31M	0.67%	21

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

Annis Gardner Whiting Capital Advisors's VOO Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q1 2026, buying an estimated $73.2K and bringing the position to 3,238 shares worth $1.94M. The position accounts for 0.31% of the portfolio, ranked #54.

Annis Gardner Whiting Capital Advisors first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 3,238 shares of Vanguard S&P 500 ETF worth $1.94M as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 117 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $73.2K.
Vanguard S&P 500 ETF made up 0.31% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #54 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Vanguard S&P 500 ETF position peaked at $1.96M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.