GA
VOO icon

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

Geller 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
2024
Q4 		$622M Buy
1,153,704
+86,013
+8% +$46.6M 40.84% 1
2024
Q3 		$565M Buy
1,067,691
+55,114
+5% +$28M 39.07% 1
2024
Q2 		$508M Buy
1,012,577
+90,711
+10% +$43.7M 37.71% 1
2024
Q1 		$443M Buy
921,866
+87,904
+11% +$40.2M 35.94% 1
2023
Q4 		$364M Buy
833,962
+53,950
+7% +$22.1M 35.48% 1
2023
Q3 		$307M Buy
780,012
+92,415
+13% +$37.8M 35.74% 1
2023
Q2 		$281M Buy
687,597
+27,616
+4% +$10.7M 35.06% 1
2023
Q1 		$248M Buy
659,981
+50,577
+8% +$18.5M 36.61% 1
2022
Q4 		$214M Buy
609,404
+32,467
+6% +$11.5M 36.24% 1
2022
Q3 		$190M Buy
576,937
+86,674
+18% +$31.7M 41.34% 1
2022
Q2 		$171M Sell
490,263
-11,943
-2% -$4.5M 35.62% 1
2022
Q1 		$209M Buy
502,206
+83,412
+20% +$34.1M 38.82% 1
2021
Q4 		$183M Buy
418,794
+296
+0.1% +$125K 35.63% 1
2021
Q3 		$166M Buy
418,498
+6,229
+2% +$2.53M 36.13% 1
2021
Q2 		$163M Buy
412,269
+7,917
+2% +$3.04M 35.27% 1
2021
Q1 		$147M Buy
404,352
+20,804
+5% +$7.38M 34.74% 1
2020
Q4 		$134M Hold
383,548
– – 33.68% 1
2020
Q3 		$119M Buy
383,548
+58,114
+18% +$17.7M 33.79% 1
2020
Q2 		$92.7M Sell
325,434
-24,598
-7% -$6.62M 28.08% 2
2020
Q1 		$82.9M Sell
350,032
-29,687
-8% -$8.32M 23.83% 1
2019
Q4 		$112M Buy
379,719
+17,135
+5% +$4.85M 34.53% 1
2019
Q3 		$99.3M Buy
362,584
+6,239
+2% +$1.69M 35.97% 1
2019
Q2 		$95.9M Buy
356,345
+8,596
+2% +$2.27M 37.55% 2
2019
Q1 		$90.3M Buy
347,749
+85,827
+33% +$21.4M 36.61% 2
2018
Q4 		$60.2M Buy
261,922
+170,888
+188% +$42.3M 28.07% 2
2018
Q3 		$24.4M Buy
91,034
+671
+0.7% +$176K 14.44% 3
2018
Q2 		$22.5M Buy
90,363
+88,038
+3,787% +$21.9M 9.79% 3
2018
Q1 		$563K Buy
+2,325
New +$583K 0.27% 16

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Geller Advisors's VOO Position: Q4 2024 in Review

Geller Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.1% in Q4 2024, buying an estimated $46.6M and bringing the position to 1,153,704 shares worth $622M. The position accounts for 40.84% of the portfolio, ranked #1.

Geller Advisors first reported a position in VOO in Q1 2018 and has held it in 28 quarters since. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Geller Advisors held 1,153,704 shares of Vanguard S&P 500 ETF worth $622M as of Q4 2024.
  • Geller Advisors bought 86,013 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $46.6M.
  • Vanguard S&P 500 ETF made up 40.84% of Geller Advisors's portfolio in Q4 2024, its #1 holding.
  • Geller Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 28 quarters since.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.