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Golden Reserve Retirement’s Vanguard S&P 500 ETF VOO Stock Holding History

Golden Reserve Retirement’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 		$600K Buy
874
+187
+27% +$125K 0.09% 82
2026
Q1 		$411K Sell
687
-1,264
-65% -$791K 0.08% 54
2025
Q4 		$1.22M Buy
+1,951
New +$1.21M 0.23% 17
2025
Q3 		– Sell
-1,139
Closed -$647K – 26
2025
Q2 		$647K Buy
+1,139
New +$599K 0.21% 7

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Golden Reserve Retirement's VOO Position: Q2 2026 in Review

Golden Reserve Retirement increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q2 2026, buying an estimated $125K and bringing the position to 874 shares worth $600K. The position accounts for 0.09% of the portfolio, ranked #82.

Golden Reserve Retirement first reported a position in VOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2025. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Golden Reserve Retirement held 874 shares of Vanguard S&P 500 ETF worth $600K as of Q2 2026.
  • Golden Reserve Retirement bought 187 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $125K.
  • Vanguard S&P 500 ETF made up 0.09% of Golden Reserve Retirement's portfolio in Q2 2026, its #82 holding.
  • Golden Reserve Retirement first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Golden Reserve Retirement's Vanguard S&P 500 ETF position peaked at $1.22M in Q4 2025.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.