CGN Advisors
VOO icon

CGN Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

CGN 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
Q3 		$1.4M Buy
1,998
+360
+22% +$251K 0.11% 164
2026
Q2 		$1.13M Sell
1,638
-249
-13% -$166K 0.08% 177
2026
Q1 		$1.13M Buy
1,887
+7
+0.4% +$4.38K 0.09% 174
2025
Q4 		$1.18M Sell
1,880
-146
-7% -$90.7K 0.09% 168
2025
Q3 		$1.24M Sell
2,026
-1,641
-45% -$967K 0.1% 162
2025
Q2 		$2.08M Buy
3,667
+2,146
+141% +$1.13M 0.19% 113
2025
Q1 		$782K Buy
1,521
+76
+5% +$41.1K 0.08% 183
2024
Q4 		$779K Sell
1,445
-753
-34% -$408K 0.08% 179
2024
Q3 		$1.16M Buy
2,198
+276
+14% +$140K 0.12% 153
2024
Q2 		$961K Sell
1,922
-246
-11% -$118K 0.11% 162
2024
Q1 		$1.04M Sell
2,168
-16
-0.7% -$7.32K 0.13% 150
2023
Q4 		$954K Sell
2,184
-618
-22% -$253K 0.13% 151
2023
Q3 		$1.1M Buy
2,802
+288
+11% +$118K 0.15% 137
2023
Q2 		$1.02M Buy
2,514
+135
+6% +$52.1K 0.15% 135
2023
Q1 		$895K Sell
2,379
-67
-3% -$24.6K 0.14% 138
2022
Q4 		$859K Sell
2,446
-186
-7% -$65.7K 0.15% 142
2022
Q3 		$864K Buy
2,632
+61
+2% +$22.3K 0.22% 126
2022
Q2 		$892K Sell
2,571
-227
-8% -$85.5K 0.25% 100
2022
Q1 		$1.16M Sell
2,798
-4,042
-59% -$1.65M 0.29% 76
2021
Q4 		$2.99M Buy
6,840
+974
+17% +$411K 0.78% 39
2021
Q3 		$2.31M Buy
5,866
+269
+5% +$109K 0.76% 42
2021
Q2 		$2.2M Sell
5,597
-351
-6% -$135K 0.7% 45
2021
Q1 		$2.17M Sell
5,948
-268
-4% -$95K 0.78% 40
2020
Q4 		$2.14M Buy
+6,216
New +$2.03M 0.85% 39

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

CGN Advisors's VOO Position: Q3 2026 in Review

CGN Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q3 2026, buying an estimated $251K and bringing the position to 1,998 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #164.

CGN Advisors first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.99M in Q4 2021. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • CGN Advisors held 1,998 shares of Vanguard S&P 500 ETF worth $1.4M as of Q3 2026.
  • CGN Advisors bought 360 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $251K.
  • Vanguard S&P 500 ETF made up 0.11% of CGN Advisors's portfolio in Q3 2026, its #164 holding.
  • CGN Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • CGN Advisors's Vanguard S&P 500 ETF position peaked at $2.99M in Q4 2021.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.