GWSA
VOO icon

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
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Global Wealth Strategies & Associates's VOO Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q2 2026, buying an estimated $4.02M and bringing the position to 210,745 shares worth $145M. The position accounts for 27.44% of the portfolio, ranked #1.

Global Wealth Strategies & Associates first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $156M in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Global Wealth Strategies & Associates held 210,745 shares of Vanguard S&P 500 ETF worth $145M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 6,034 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.02M.
  • Vanguard S&P 500 ETF made up 27.44% of Global Wealth Strategies & Associates's portfolio in Q2 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 15 quarters since.
  • Global Wealth Strategies & Associates's Vanguard S&P 500 ETF position peaked at $156M in Q4 2025.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.