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Glassman Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Glassman Wealth Services’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 		$172M Buy
288,044
+2,991
+1% +$1.87M 23.4% 1
2025
Q4 		$179M Buy
285,053
+2,390
+0.8% +$1.49M 24.12% 1
2025
Q3 		$173M Buy
282,663
+530
+0.2% +$312K 24.32% 1
2025
Q2 		$160M Buy
282,133
+175
+0.1% +$92K 24.55% 1
2025
Q1 		$145M Sell
281,958
-8,684
-3% -$4.69M 24.25% 1
2024
Q4 		$157M Sell
290,642
-831
-0.3% -$450K 26.35% 1
2024
Q3 		$154M Buy
291,473
+4,312
+2% +$2.19M 26.22% 1
2024
Q2 		$144M Buy
287,161
+810
+0.3% +$390K 26.48% 1
2024
Q1 		$138M Sell
286,351
-19
-0% -$8.7K 27.81% 1
2023
Q4 		$125M Sell
286,370
-3,203
-1% -$1.31M 17.71% 1
2023
Q3 		$114M Buy
289,573
+4,320
+2% +$1.77M 18.36% 1
2023
Q2 		$116M Sell
285,253
-4,278
-1% -$1.65M 18.73% 1
2023
Q1 		$109M Buy
289,531
+4,565
+2% +$1.67M 18.92% 1
2022
Q4 		$100M Buy
284,966
+7,438
+3% +$2.63M 18.45% 1
2022
Q3 		$91.1M Buy
277,528
+1,544
+0.6% +$564K 19.36% 1
2022
Q2 		$95.7M Sell
275,984
-3,451
-1% -$1.3M 19.7% 1
2022
Q1 		$116M Buy
279,435
+1,075
+0.4% +$440K 21.15% 1
2021
Q4 		$122M Buy
278,360
+9,334
+3% +$3.94M 22.33% 1
2021
Q3 		$106M Sell
269,026
-7,753
-3% -$3.15M 22.34% 1
2021
Q2 		$109M Sell
276,779
-836
-0.3% -$321K 22.79% 1
2021
Q1 		$101M Buy
277,615
+3,240
+1% +$1.15M 21.6% 1
2020
Q4 		$94.3M Buy
274,375
+10,309
+4% +$3.36M 21.76% 1
2020
Q3 		$81.2M Buy
264,066
+5,998
+2% +$1.83M 22.38% 1
2020
Q2 		$73.1M Buy
258,068
+11,156
+5% +$3M 22.74% 1
2020
Q1 		$58.5M Buy
246,912
+231,318
+1,483% +$64.8M 22.56% 1
2019
Q4 		$4.61M Buy
15,594
+98
+0.6% +$27.7K 1.75% 12
2019
Q3 		$4.22M Buy
15,496
+5,007
+48% +$1.36M 1.7% 13
2019
Q2 		$2.82M Sell
10,489
-35
-0.3% -$9.26K 1.14% 16
2019
Q1 		$2.73M Sell
10,524
-238
-2% -$59.4K 1.19% 14
2018
Q4 		$2.47M Buy
10,762
+303
+3% +$75.1K 1.33% 14
2018
Q3 		$2.79M Buy
10,459
+1
+0% +$262 1.28% 13
2018
Q2 		$2.61M Buy
10,458
+63
+0.6% +$15.6K 1.3% 11
2018
Q1 		$2.52M Sell
10,395
-227
-2% -$57K 1.55% 12
2017
Q4 		$2.61M Buy
10,622
+255
+2% +$60.9K 1.58% 11
2017
Q3 		$2.39M Buy
10,367
+949
+10% +$215K 1.56% 10
2017
Q2 		$2.09M Buy
9,418
+183
+2% +$40.3K 1.38% 10
2017
Q1 		$2M Buy
9,235
+7,061
+325% +$1.51M 1.38% 10
2016
Q4 		$446K Buy
2,174
+1,534
+240% +$308K 0.32% 32
2016
Q3 		$127K Buy
+640
New +$127K 0.11% 89

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Glassman Wealth Services's VOO Position: Q1 2026 in Review

Glassman Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q1 2026, buying an estimated $1.87M and bringing the position to 288,044 shares worth $172M. The position accounts for 23.4% of the portfolio, ranked #1.

Glassman Wealth Services first reported a position in VOO in Q3 2016 and has held it in 39 quarters since. The position peaked at $179M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Glassman Wealth Services held 288,044 shares of Vanguard S&P 500 ETF worth $172M as of Q1 2026.
  • Glassman Wealth Services bought 2,991 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.87M.
  • Vanguard S&P 500 ETF made up 23.4% of Glassman Wealth Services's portfolio in Q1 2026, its #1 holding.
  • Glassman Wealth Services first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 39 quarters since.
  • Glassman Wealth Services's Vanguard S&P 500 ETF position peaked at $179M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.