Gleason Group
VOO icon

Gleason Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Gleason Group’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
Q3 		$252M Buy
359,506
+1,551
+0.4% +$1.08M 22.22% 1
2026
Q2 		$246M Buy
357,955
+2,957
+0.8% +$1.97M 21.46% 1
2026
Q1 		$212M Sell
354,998
-5,594
-2% -$3.5M 21.01% 1
2025
Q4 		$226M Sell
360,592
-68
-0% -$42.3K 22.17% 1
2025
Q3 		$221M Buy
360,660
+5,711
+2% +$3.37M 22.18% 1
2025
Q2 		$202M Buy
354,949
+102,386
+41% +$53.8M 21.85% 1
2025
Q1 		$130M Buy
252,563
+5,152
+2% +$2.79M 23.45% 1
2024
Q4 		$133M Buy
247,411
+11,037
+5% +$5.98M 23.43% 1
2024
Q3 		$125M Buy
236,374
+11,488
+5% +$5.84M 22.84% 1
2024
Q2 		$112M Buy
224,886
+4,073
+2% +$1.96M 22.84% 1
2024
Q1 		$106M Buy
220,813
+2,231
+1% +$1.02M 22.19% 1
2023
Q4 		$95.5M Buy
218,582
+6,002
+3% +$2.46M 21.94% 1
2023
Q3 		$83.5M Buy
212,580
+4,885
+2% +$2M 21.93% 1
2023
Q2 		$84.6M Buy
207,695
+8,267
+4% +$3.19M 21.95% 1
2023
Q1 		$75M Buy
199,428
+8,654
+5% +$3.17M 21.52% 1
2022
Q4 		$67M Sell
190,774
-16,809
-8% -$5.94M 21.02% 1
2022
Q3 		$68.2M Buy
207,583
+11,255
+6% +$4.11M 23.48% 1
2022
Q2 		$68.1M Buy
196,328
+2,987
+2% +$1.13M 23.42% 1
2022
Q1 		$80.3M Buy
193,341
+28,605
+17% +$11.7M 23.82% 1
2021
Q4 		$71.9M Buy
164,736
+13,822
+9% +$5.83M 23.47% 1
2021
Q3 		$59.5M Buy
150,914
+4,075
+3% +$1.65M 21.5% 1
2021
Q2 		$57.8M Buy
146,839
+2,400
+2% +$921K 20.94% 1
2021
Q1 		$52.6M Buy
144,439
+24,143
+20% +$8.56M 20.72% 1
2020
Q4 		$41.3M Buy
120,296
+9,159
+8% +$2.99M 19.84% 1
2020
Q3 		$34.2M Sell
111,137
-456
-0.4% -$139K 19.74% 1
2020
Q2 		$31.6M Sell
111,593
-661
-0.6% -$178K 19.57% 1
2020
Q1 		$26.6M Sell
112,254
-659
-0.6% -$185K 21.05% 1
2019
Q4 		$33.4M Buy
+112,913
New +$31.9M 19.92% 1

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gleason Group's VOO Position: Q3 2026 in Review

Gleason Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q3 2026, buying an estimated $1.08M and bringing the position to 359,506 shares worth $252M. The position accounts for 22.22% of the portfolio, ranked #1.

Gleason Group first reported a position in VOO in Q4 2019 and has held it in 28 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Gleason Group held 359,506 shares of Vanguard S&P 500 ETF worth $252M as of Q3 2026.
  • Gleason Group bought 1,551 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.08M.
  • Vanguard S&P 500 ETF made up 22.22% of Gleason Group's portfolio in Q3 2026, its #1 holding.
  • Gleason Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.