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CGC Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

CGC Financial Services’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 		$113K Buy
165
+6
+4% +$4K 0.03% 93
2026
Q1 		$95K Sell
159
-1,054
-87% -$659K 0.03% 94
2025
Q4 		$761K Buy
1,213
+1,032
+570% +$641K 0.2% 26
2025
Q3 		$111K Sell
181
-53
-23% -$31.2K 0.03% 87
2025
Q2 		$133K Buy
234
+94
+67% +$49.4K 0.04% 75
2025
Q1 		$71.9K Sell
140
-17
-11% -$9.19K 0.03% 92
2024
Q4 		$84.6K Buy
157
+6
+4% +$3.25K 0.03% 83
2024
Q3 		$79.7K Buy
151
+50
+50% +$25.4K 0.03% 85
2024
Q2 		$50.5K Sell
101
-20
-17% -$9.62K 0.02% 104
2024
Q1 		$58.2K Sell
121
-9
-7% -$4.12K 0.03% 95
2023
Q4 		$56.8K Buy
130
+39
+43% +$16K 0.03% 100
2023
Q3 		$35.7K Buy
91
+85
+1,417% +$34.8K 0.03% 106
2023
Q2 		$2.44K Buy
+6
New +$2.31K ﹤0.01% 260

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CGC Financial Services's VOO Position: Q2 2026 in Review

CGC Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, buying an estimated $4K and bringing the position to 165 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #93.

CGC Financial Services first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $761K in Q4 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • CGC Financial Services held 165 shares of Vanguard S&P 500 ETF worth $113K as of Q2 2026.
  • CGC Financial Services bought 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
  • Vanguard S&P 500 ETF made up 0.03% of CGC Financial Services's portfolio in Q2 2026, its #93 holding.
  • CGC Financial Services first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Vanguard S&P 500 ETF position peaked at $761K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.