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Global Wealth Strategies & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Global Wealth Strategies & Associates’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 		$151M Buy
214,836
+4,091
+2% +$2.86M 27.6% 1
2026
Q2 		$145M Buy
210,745
+6,034
+3% +$4.02M 27.44% 1
2026
Q1 		$122M Sell
204,711
-44,040
-18% -$27.5M 30.06% 1
2025
Q4 		$156M Buy
248,751
+4,494
+2% +$2.79M 38.89% 1
2025
Q3 		$150M Buy
244,257
+4,892
+2% +$2.88M 38.46% 1
2025
Q2 		$136M Buy
239,365
+4,197
+2% +$2.21M 38.92% 1
2025
Q1 		$121M Buy
235,168
+10,637
+5% +$5.75M 36.63% 1
2024
Q4 		$121M Buy
224,531
+3,139
+1% +$1.7M 37.85% 1
2024
Q3 		$117M Buy
221,392
+6,980
+3% +$3.55M 38.37% 1
2024
Q2 		$107M Buy
214,412
+5,882
+3% +$2.83M 38.48% 1
2024
Q1 		$100M Buy
208,530
+6,988
+3% +$3.2M 37.7% 1
2023
Q4 		$88M Buy
201,542
+36,232
+22% +$14.8M 36.66% 1
2023
Q3 		$64.9M Buy
165,310
+30,592
+23% +$12.5M 30.32% 1
2023
Q2 		$54.9M Buy
134,718
+6,416
+5% +$2.48M 25.76% 1
2023
Q1 		$48.3M Buy
128,302
+11,250
+10% +$4.13M 24.92% 1
2022
Q4 		$41.1M Buy
+117,052
New +$41.4M 23.87% 1

Other funds holding VOO

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Global Wealth Strategies & Associates's VOO Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q3 2026, buying an estimated $2.86M and bringing the position to 214,836 shares worth $151M. The position accounts for 27.6% of the portfolio, ranked #1.

Global Wealth Strategies & Associates first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. The position peaked at $156M in Q4 2025. 24 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Global Wealth Strategies & Associates held 214,836 shares of Vanguard S&P 500 ETF worth $151M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 4,091 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.86M.
  • Vanguard S&P 500 ETF made up 27.6% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #1 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's Vanguard S&P 500 ETF position peaked at $156M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.