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

GGM Wealth 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
2025
Q1 		$4.37M Buy
8,629
+88
+1% +$47.6K 2.43% 6
2024
Q4 		$4.6M Buy
8,541
+837
+11% +$453K 2.41% 8
2024
Q3 		$4.08M Buy
7,704
+1,646
+27% +$837K 1.76% 15
2024
Q2 		$3.03M Buy
6,058
+707
+13% +$340K 1.39% 21
2024
Q1 		$2.55M Buy
5,351
+705
+15% +$323K 1.19% 24
2023
Q4 		$2.08M Sell
4,646
-5,156
-53% -$2.11M 0.86% 27
2023
Q3 		$3.86M Buy
9,802
+841
+9% +$344K 1.67% 17
2023
Q2 		$3.64M Buy
+8,961
New +$3.46M 1.48% 18
2023
Q1 		– Sell
-8,009
Closed -$2.86M – 133
2022
Q4 		$2.86M Buy
8,009
+277
+4% +$97.9K 1.47% 19
2022
Q3 		$2.73M Buy
7,732
+757
+11% +$276K 1.48% 16
2022
Q2 		$2.44M Buy
6,975
+3,740
+116% +$1.41M 1.36% 19
2022
Q1 		$1.32M Buy
3,235
+956
+42% +$391K 0.66% 37
2021
Q4 		$984K Buy
2,279
+948
+71% +$400K 0.78% 34
2021
Q3 		$557K Buy
1,331
+312
+31% +$127K 0.44% 45
2021
Q2 		$404K Hold
1,019
– – 0.34% 55
2021
Q1 		$390K Buy
+1,019
New +$361K 0.31% 58

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

GGM Wealth Advisors's VOO Position: Q1 2025 in Review

GGM Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q1 2025, buying an estimated $47.6K and bringing the position to 8,629 shares worth $4.37M. The position accounts for 2.43% of the portfolio, ranked #6.

GGM Wealth Advisors first reported a position in VOO in Q1 2021 and has held it in 16 quarters since. The position peaked at $4.6M in Q4 2024. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • GGM Wealth Advisors held 8,629 shares of Vanguard S&P 500 ETF worth $4.37M as of Q1 2025.
  • GGM Wealth Advisors bought 88 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $47.6K.
  • Vanguard S&P 500 ETF made up 2.43% of GGM Wealth Advisors's portfolio in Q1 2025, its #6 holding.
  • GGM Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 16 quarters since.
  • GGM Wealth Advisors's Vanguard S&P 500 ETF position peaked at $4.6M in Q4 2024.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.