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

Gallagher Fiduciary 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	$1.98M	Buy	2,885 +265	+10%	+$177K	0.07%	71
2026 Q1	$1.57M	Sell	2,620 -4	-0.2%	-$2.5K	0.06%	52
2025 Q4	$1.65M	Buy	2,624 +135	+5%	+$83.9K	0.05%	71
2025 Q3	$1.52M	Buy	2,489 +7	+0.3%	+$4.13K	0.06%	61
2025 Q2	$1.41M	Sell	2,482 -157	-6%	-$82.5K	0.05%	59
2025 Q1	$1.36M	Buy	2,639 +168	+7%	+$90.8K	0.04%	73
2024 Q4	$1.33M	Buy	+2,471	New	+$1.34M	0.26%	49
2024 Q3	–	Sell	-1,058	Closed	-$529K	–	303
2024 Q2	$529K	Sell	1,058 -14	-1%	-$6.74K	0.12%	101
2024 Q1	$515K	Buy	1,072 +3	+0.3%	+$1.37K	0.02%	109
2023 Q4	$467K	Sell	1,069 -29	-3%	-$11.9K	0.02%	108
2023 Q3	$431K	Buy	1,098 +185	+20%	+$75.6K	0.04%	106
2023 Q2	$372K	Buy	913 +305	+50%	+$118K	0.03%	137
2023 Q1	$229K	Buy	+608	New	+$223K	0.02%	182

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Gallagher Fiduciary Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $177K and bringing the position to 2,885 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #71.

Gallagher Fiduciary Advisors first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Gallagher Fiduciary Advisors held 2,885 shares of Vanguard S&P 500 ETF worth $1.98M as of Q2 2026.
Gallagher Fiduciary Advisors bought 265 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $177K.
Vanguard S&P 500 ETF made up 0.07% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #71 holding.
Gallagher Fiduciary Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.