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Garton & Associates Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Garton & Associates Financial 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 		– Sell
-62
Closed -$38.6K – 684
2025
Q4 		$38.6K Buy
+62
New +$38.5K 0.02% 433

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Garton & Associates Financial Advisors's VOO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 62 shares — an estimated $38.6K sold.

Garton & Associates Financial Advisors first reported a position in VOO in Q4 2025 and held it in 1 quarter. The position peaked at $38.6K in Q4 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 62 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $38.6K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Vanguard S&P 500 ETF position peaked at $38.6K in Q4 2025.
  • 3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.