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 Q2	$2.27M	Buy	3,305 +67	+2%	+$44.7K	0.34%	48
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

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

Annis Gardner Whiting Capital Advisors's VOO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $44.7K and bringing the position to 3,305 shares worth $2.27M. The position accounts for 0.34% of the portfolio, ranked #48.

Annis Gardner Whiting Capital Advisors first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 3,305 shares of Vanguard S&P 500 ETF worth $2.27M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 67 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $44.7K.
Vanguard S&P 500 ETF made up 0.34% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #48 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.