GC Wealth Management RIA’s Vanguard S&P 500 ETF VOO Stock Holding History

GC Wealth Management RIA’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	$20.2M	Buy	29,388 +4,863	+20%	+$3.24M	1.16%	15
2026 Q1	$14.7M	Sell	24,525 -31,059	-56%	-$19.4M	0.61%	23
2025 Q4	$34.9M	Buy	55,584 +38,363	+223%	+$23.8M	1.28%	13
2025 Q3	$10.5M	Buy	17,221 +189	+1%	+$111K	0.35%	41
2025 Q2	$9.67M	Buy	17,032 +1,492	+10%	+$784K	0.79%	15
2025 Q1	$7.99M	Sell	15,540 -239	-2%	-$129K	1.47%	11
2024 Q4	$8.5M	Buy	15,779 +1,414	+10%	+$766K	1.49%	11
2024 Q3	$7.58M	Sell	14,365 -1,938	-12%	-$985K	1.32%	15
2024 Q2	$8.15M	Buy	16,303 +2,920	+22%	+$1.41M	1.61%	10
2024 Q1	$6.43M	Buy	13,383 +7,169	+115%	+$3.28M	1.29%	15
2023 Q4	$2.71M	Buy	+6,214	New	+$2.54M	1.22%	18

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

GC Wealth Management RIA's VOO Position: Q2 2026 in Review

GC Wealth Management RIA increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, buying an estimated $3.24M and bringing the position to 29,388 shares worth $20.2M. The position accounts for 1.16% of the portfolio, ranked #15.

GC Wealth Management RIA first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.9M in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

GC Wealth Management RIA held 29,388 shares of Vanguard S&P 500 ETF worth $20.2M as of Q2 2026.
GC Wealth Management RIA bought 4,863 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.24M.
Vanguard S&P 500 ETF made up 1.16% of GC Wealth Management RIA's portfolio in Q2 2026, its #15 holding.
GC Wealth Management RIA first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Vanguard S&P 500 ETF position peaked at $34.9M in Q4 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.