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

GDS Wealth Management’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	$932K	Buy	1,560 +282	+22%	+$176K	0.06%	94
2025 Q4	$801K	Buy	1,278 +132	+12%	+$82K	0.05%	101
2025 Q3	$702K	Buy	1,146 +61	+6%	+$36K	0.05%	104
2025 Q2	$616K	Buy	1,085 +12	+1%	+$6.31K	0.05%	106
2025 Q1	$551K	Buy	1,073 +6	+0.6%	+$3.24K	0.05%	109
2024 Q4	$575K	Buy	1,067 +147	+16%	+$79.6K	0.05%	106
2024 Q3	$485K	Buy	920 +53	+6%	+$26.9K	0.05%	101
2024 Q2	$434K	Buy	867 +50	+6%	+$24.1K	0.05%	91
2024 Q1	$393K	Hold	817	–	–	0.05%	100
2023 Q4	$357K	Buy	817 +13	+2%	+$5.32K	0.05%	101
2023 Q3	$316K	Buy	804 +210	+35%	+$85.9K	0.05%	97
2023 Q2	$242K	Buy	+594	New	+$229K	0.04%	110
2023 Q1	–	Sell	-876	Closed	-$308K	–	122
2022 Q4	$308K	Buy	+876	New	+$309K	0.06%	97
2022 Q2	–	Sell	-501	Closed	-$202K	–	107
2022 Q1	$202K	Sell	501 -28	-5%	-$11.5K	0.04%	102
2021 Q4	$231K	Buy	+529	New	+$223K	0.05%	100

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

GDS Wealth Management's VOO Position: Q1 2026 in Review

GDS Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q1 2026, buying an estimated $176K and bringing the position to 1,560 shares worth $932K. The position accounts for 0.06% of the portfolio, ranked #94.

GDS Wealth Management first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

GDS Wealth Management held 1,560 shares of Vanguard S&P 500 ETF worth $932K as of Q1 2026.
GDS Wealth Management bought 282 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $176K.
Vanguard S&P 500 ETF made up 0.06% of GDS Wealth Management's portfolio in Q1 2026, its #94 holding.
GDS Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.