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Gateway Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Gateway Wealth Partners’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 		$11.5M Sell
16,746
-339
-2% -$226K 0.69% 27
2026
Q1 		$10.2M Buy
17,085
+13,751
+412% +$8.6M 0.4% 67
2025
Q4 		$2.09M Buy
3,334
+317
+11% +$197K 0.23% 117
2025
Q3 		$1.85M Buy
3,017
+1,712
+131% +$1.01M 0.25% 105
2025
Q2 		$741K Sell
1,305
-115
-8% -$60.4K 0.14% 160
2025
Q1 		$730K Sell
1,420
-678
-32% -$367K 0.16% 136
2024
Q4 		$1.13M Buy
2,098
+180
+9% +$97.5K 0.29% 86
2024
Q3 		$1.01M Buy
1,918
+137
+8% +$69.6K 0.28% 88
2024
Q2 		$891K Sell
1,781
-184
-9% -$88.5K 0.27% 92
2024
Q1 		$944K Buy
1,965
+1,069
+119% +$489K 0.34% 73
2023
Q4 		$391K Sell
896
-84,174
-99% -$34.5M 0.16% 126
2023
Q3 		$33.4M Buy
85,070
+5,547
+7% +$2.27M 6.02% 2
2023
Q2 		$32.4M Sell
79,523
-1,234
-2% -$476K 5.79% 3
2023
Q1 		$30.4M Sell
80,757
-869
-1% -$319K 4.67% 4
2022
Q4 		$28.7M Buy
+81,626
New +$28.8M 4.93% 4

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Gateway Wealth Partners's VOO Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2% in Q2 2026, selling an estimated $226K and leaving 16,746 shares worth $11.5M. The position accounts for 0.69% of the portfolio, ranked #27.

Gateway Wealth Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.4M in Q3 2023. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Gateway Wealth Partners held 16,746 shares of Vanguard S&P 500 ETF worth $11.5M as of Q2 2026.
  • Gateway Wealth Partners sold 339 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $226K.
  • Vanguard S&P 500 ETF made up 0.69% of Gateway Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Gateway Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Vanguard S&P 500 ETF position peaked at $33.4M in Q3 2023.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.