Global Retirement Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $50.7M | Buy |
80,877
+3,610
| +5% | +$2.24M | 0.9% | 14 |
|
|
2025
Q3 | $47.3M | Sell |
77,267
-6,650
| -8% | -$3.92M | 1.06% | 11 |
|
|
2025
Q2 | $47.7M | Buy |
+83,917
| New | +$44.1M | 1.18% | 10 |
|
|
2024
Q4 | $42M | Buy |
77,869
+4,435
| +6% | +$2.4M | 1.2% | 9 |
|
|
2024
Q3 | $38.7M | Buy |
73,434
+903
| +1% | +$459K | 1.17% | 10 |
|
|
2024
Q2 | $36.3M | Buy |
72,531
+3,381
| +5% | +$1.63M | 1.14% | 11 |
|
|
2024
Q1 | $33.2M | Sell |
69,150
-1,085
| -2% | -$497K | 1.24% | 9 |
|
|
2023
Q4 | $30.7M | Buy |
70,235
+4,968
| +8% | +$2.03M | 1.28% | 12 |
|
|
2023
Q3 | $25.5M | Sell |
65,267
-2,227
| -3% | -$911K | 1.28% | 12 |
|
|
2023
Q2 | $27.5M | Buy |
67,494
+4,090
| +6% | +$1.58M | 1.34% | 12 |
|
|
2023
Q1 | $23.8M | Buy |
63,404
+10,367
| +20% | +$3.8M | 1.26% | 12 |
|
|
2022
Q4 | $18.6M | Buy |
53,037
+7,086
| +15% | +$2.5M | 1.28% | 10 |
|
|
2022
Q3 | $16.3M | Sell |
45,951
-944
| -2% | -$345K | 1.23% | 10 |
|
|
2022
Q2 | $16.3M | Sell |
46,895
-3,483
| -7% | -$1.31M | 1.31% | 9 |
|
|
2022
Q1 | $18.2M | Buy |
+50,378
| New | +$20.6M | 1.43% | 8 |
|
|
2021
Q4 | – | Sell |
-38,886
| Closed | -$15.3M | – | 1760 |
|
|
2021
Q3 | $15.3M | Buy |
38,886
+1,183
| +3% | +$480K | 1.52% | 9 |
|
|
2021
Q2 | $14.8M | Sell |
37,703
-230
| -0.6% | -$88.3K | 1.52% | 9 |
|
|
2021
Q1 | $13.8M | Sell |
37,933
-207
| -0.5% | -$73.4K | 1.62% | 9 |
|
|
2020
Q4 | $13.1M | Sell |
38,140
-1,525
| -4% | -$497K | 1.64% | 9 |
|
|
2020
Q3 | $12.2M | Buy |
39,665
+2,763
| +7% | +$842K | 1.79% | 8 |
|
|
2020
Q2 | $10.5M | Buy |
36,902
+4,089
| +12% | +$1.1M | 1.67% | 8 |
|
|
2020
Q1 | $7.77M | Buy |
32,813
+2,051
| +7% | +$575K | 1.47% | 11 |
|
|
2019
Q4 | $9.1M | Buy |
30,762
+1,058
| +4% | +$299K | 1.39% | 12 |
|
|
2019
Q3 | $8.1M | Buy |
29,704
+362
| +1% | +$98.3K | 1.33% | 12 |
|
|
2019
Q2 | $7.9M | Buy |
29,342
+4,687
| +19% | +$1.24M | 1.51% | 11 |
|
|
2019
Q1 | $6.4M | Buy |
24,655
+2,523
| +11% | +$630K | 1.55% | 9 |
|
|
2018
Q4 | $5.09M | Buy |
22,132
+7,474
| +51% | +$1.85M | 1.3% | 9 |
|
|
2018
Q3 | $3.91M | Sell |
14,658
-392
| -3% | -$103K | 0.88% | 22 |
|
|
2018
Q2 | $3.75M | Buy |
15,050
+9,824
| +188% | +$2.44M | 0.95% | 18 |
|
|
2018
Q1 | $1.26M | Buy |
5,226
+178
| +4% | +$44.7K | 0.35% | 56 |
|
|
2017
Q4 | $1.24M | Buy |
5,048
+1,460
| +41% | +$349K | 0.34% | 48 |
|
|
2017
Q3 | $828K | Sell |
3,588
-509
| -12% | -$115K | 0.34% | 51 |
|
|
2017
Q2 | $910K | Sell |
4,097
-92
| -2% | -$20.2K | 0.43% | 42 |
|
|
2017
Q1 | $906K | Buy |
4,189
+783
| +23% | +$167K | 0.51% | 29 |
|
|
2016
Q4 | $699K | Buy |
+3,406
| New | +$683K | 0.47% | 34 |
|
Other funds holding VOO
CM
Global Retirement Partners's VOO Position: Q4 2025 in Review
Global Retirement Partners increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q4 2025, buying an estimated $2.24M and bringing the position to 80,877 shares worth $50.7M. The position accounts for 0.9% of the portfolio, ranked #14.
Global Retirement Partners first reported a position in VOO in Q4 2016 and has held it in 35 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.
- Global Retirement Partners held 80,877 shares of Vanguard S&P 500 ETF worth $50.7M as of Q4 2025.
- Global Retirement Partners bought 3,610 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $2.24M.
- Vanguard S&P 500 ETF made up 0.9% of Global Retirement Partners's portfolio in Q4 2025, its #14 holding.
- Global Retirement Partners first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 35 quarters since.
- 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.