Financial Gravity Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Gravity Asset Management’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	$600K	Sell	1,005 -11	-1%	-$6.88K	0.11%	92
2025 Q4	$637K	Buy	1,016 +570	+128%	+$354K	0.12%	77
2025 Q3	$273K	Buy	+446	New	+$263K	0.05%	123
2025 Q1	$180K	Buy	+350	New	+$189K	0.04%	157
2024 Q2	$194K	Sell	388 -11	-3%	-$5.29K	0.05%	129
2024 Q1	$175K	Hold	399	–	–	0.05%	136
2023 Q4	$175K	Buy	+399	New	+$163K	0.05%	135
2021 Q3	$168K	Hold	426	–	–	0.08%	223
2021 Q2	$168K	Buy	+426	New	+$164K	0.06%	221
2020 Q4	$139K	Buy	+404	New	+$132K	0.13%	69
2019 Q4	$117K	Hold	394	–	–	0.08%	262
2019 Q3	$107K	Sell	394 -47	-11%	-$12.8K	0.09%	195
2019 Q2	$119K	Hold	441	–	–	0.1%	210
2019 Q1	$116K	Buy	+441	New	+$110K	0.09%	188
2018 Q3	$109K	Buy	+441	New	+$115K	0.11%	197
2018 Q2	–	Sell	-212	Closed	-$51K	–	1622
2018 Q1	$51K	Buy	+212	New	+$53.2K	0.05%	306

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Financial Gravity Asset Management's VOO Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, selling an estimated $6.88K and leaving 1,005 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #92.

Financial Gravity Asset Management first reported a position in VOO in Q1 2018 and has held it in 16 quarters since. The position peaked at $637K in Q4 2025. 3,858 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Financial Gravity Asset Management held 1,005 shares of Vanguard S&P 500 ETF worth $600K as of Q1 2026.
Financial Gravity Asset Management sold 11 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.88K.
Vanguard S&P 500 ETF made up 0.11% of Financial Gravity Asset Management's portfolio in Q1 2026, its #92 holding.
Financial Gravity Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Vanguard S&P 500 ETF position peaked at $637K in Q4 2025.
3,858 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.