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

GeoWealth 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
Q2 		$245M Buy
357,401
+21,332
+6% +$14.2M 7.72% 1
2026
Q1 		$201M Buy
336,069
+3,295
+1% +$2.06M 7.23% 2
2025
Q4 		$209M Buy
332,774
+8,866
+3% +$5.51M 7.69% 2
2025
Q3 		$198M Sell
323,908
-34,712
-10% -$20.5M 7.24% 2
2025
Q2 		$204M Buy
358,620
+50,007
+16% +$26.3M 7.95% 1
2025
Q1 		$159M Buy
308,613
+6,136
+2% +$3.32M 6.37% 3
2024
Q4 		$163M Buy
302,477
+49,772
+20% +$27M 5.33% 3
2024
Q3 		$133M Buy
252,705
+13,047
+5% +$6.63M 4.71% 2
2024
Q2 		$120M Buy
239,658
+12,566
+6% +$6.05M 5.21% 2
2024
Q1 		$109M Buy
227,092
+206,789
+1,019% +$94.6M 4.22% 2
2023
Q4 		$8.87M Buy
20,303
+18,502
+1,027% +$7.57M 0.73% 36
2023
Q3 		$707K Buy
1,801
+107
+6% +$43.8K 0.08% 174
2023
Q2 		$691K Buy
1,694
+714
+73% +$275K 0.07% 146
2023
Q1 		$368K Buy
980
+260
+36% +$95.4K 0.04% 157
2022
Q4 		$253K Buy
+720
New +$254K 0.03% 216
2021
Q4 		– Sell
-1,083
Closed -$428K – 416
2021
Q3 		$428K Buy
+1,083
New +$439K 0.04% 233
2020
Q4 		– Sell
-2,282
Closed -$705K – 225
2020
Q3 		$705K Buy
+2,282
New +$695K 0.21% 91
2020
Q2 		– Sell
-22,909
Closed -$5.43M – 167
2020
Q1 		$5.43M Buy
22,909
+3,429
+18% +$961K 3.83% 4
2019
Q4 		$5.76M Buy
19,480
+15,901
+444% +$4.5M 3.1% 8
2019
Q3 		$976K Buy
+3,579
New +$971K 0.22% 70

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

GeoWealth Management's VOO Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q2 2026, buying an estimated $14.2M and bringing the position to 357,401 shares worth $245M. The position accounts for 7.72% of the portfolio, ranked #1.

GeoWealth Management first reported a position in VOO in Q3 2019 and has held it in 20 quarters since. 3,993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • GeoWealth Management held 357,401 shares of Vanguard S&P 500 ETF worth $245M as of Q2 2026.
  • GeoWealth Management bought 21,332 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.2M.
  • Vanguard S&P 500 ETF made up 7.72% of GeoWealth Management's portfolio in Q2 2026, its #1 holding.
  • GeoWealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 20 quarters since.
  • 3,993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.