CGA
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Crescent Grove Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Crescent Grove 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 		$49.9M Buy
83,586
+31
+0% +$19.4K 4.81% 3
2025
Q4 		$52.4M Buy
83,555
+148
+0.2% +$92K 4.86% 3
2025
Q3 		$51.2M Buy
83,407
+95
+0.1% +$56K 4.86% 3
2025
Q2 		$47.5M Buy
83,312
+1,148
+1% +$603K 4.6% 4
2025
Q1 		$42.2M Buy
82,164
+200
+0.2% +$108K 4.4% 4
2024
Q4 		$44.2M Buy
81,964
+832
+1% +$451K 4.38% 4
2024
Q3 		$42.9M Buy
81,132
+1,608
+2% +$817K 4.38% 4
2024
Q2 		$39.9M Buy
79,524
+76,820
+2,841% +$37M 4.37% 4
2024
Q1 		$1.3M Buy
2,704
+6
+0.2% +$2.75K 0.14% 102
2023
Q4 		$1.18M Sell
2,698
-40
-1% -$16.4K 0.13% 103
2023
Q3 		$1.08M Buy
2,738
+158
+6% +$64.6K 0.13% 105
2023
Q2 		$1.06M Sell
2,580
-25
-1% -$9.64K 0.11% 111
2023
Q1 		$980K Buy
2,605
+45
+2% +$16.5K 0.11% 108
2022
Q4 		$900K Buy
2,560
+771
+43% +$272K 0.09% 121
2022
Q3 		$590K Buy
1,789
+44
+3% +$16.1K 0.07% 146
2022
Q2 		$608K Buy
+1,745
New +$657K 0.06% 145

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Crescent Grove Advisors's VOO Position: Q1 2026 in Review

Crescent Grove Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.04% in Q1 2026, buying an estimated $19.4K and bringing the position to 83,586 shares worth $49.9M. The position accounts for 4.81% of the portfolio, ranked #3.

Crescent Grove Advisors first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $52.4M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Crescent Grove Advisors held 83,586 shares of Vanguard S&P 500 ETF worth $49.9M as of Q1 2026.
  • Crescent Grove Advisors bought 31 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $19.4K.
  • Vanguard S&P 500 ETF made up 4.81% of Crescent Grove Advisors's portfolio in Q1 2026, its #3 holding.
  • Crescent Grove Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
  • Crescent Grove Advisors's Vanguard S&P 500 ETF position peaked at $52.4M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.