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

Gallagher 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	$594K	Buy	864 +2	+0.2%	+$1.33K	0.34%	48
2026 Q1	$515K	Buy	862 +3	+0.3%	+$1.88K	0.35%	43
2025 Q4	$542K	Buy	859 +494	+135%	+$307K	0.35%	44
2025 Q3	$229K	Buy	+365	New	+$215K	0.13%	65

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Gallagher Capital Advisors's VOO Position: Q2 2026 in Review

Gallagher Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q2 2026, buying an estimated $1.33K and bringing the position to 864 shares worth $594K. The position accounts for 0.34% of the portfolio, ranked #48.

Gallagher Capital Advisors first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 2,391 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Gallagher Capital Advisors held 864 shares of Vanguard S&P 500 ETF worth $594K as of Q2 2026.
Gallagher Capital Advisors bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.34% of Gallagher Capital Advisors's portfolio in Q2 2026, its #48 holding.
Gallagher Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
2,391 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.