GSWM
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Golden State Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Golden State Wealth Management’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
Q1 		$3.95M Buy
6,610
+49
+0.7% +$30.6K 0.43% 47
2025
Q4 		$4.12M Sell
6,561
-415
-6% -$258K 0.43% 43
2025
Q3 		$4.27M Buy
6,976
+2,638
+61% +$1.55M 0.47% 40
2025
Q2 		$2.46M Sell
4,338
-36
-0.8% -$18.9K 0.3% 65
2025
Q1 		$2.25M Buy
4,374
+269
+7% +$145K 0.33% 63
2024
Q4 		$2.21M Buy
+4,105
New +$2.22M 0.33% 66
2022
Q1 		$1.29M Buy
3,115
+1
+0% +$409 0.25% 75
2021
Q4 		$1.36M Buy
3,114
+4
+0.1% +$1.69K 0.23% 89
2021
Q3 		$1.23M Sell
3,110
-67
-2% -$27.2K 0.27% 70
2021
Q2 		$1.25M Buy
3,177
+61
+2% +$23.4K 0.28% 74
2021
Q1 		$1.14M Buy
3,116
+55
+2% +$19.5K 0.37% 50
2020
Q4 		$1.05M Buy
3,061
+63
+2% +$20.5K 0.3% 62
2020
Q3 		$922K Sell
2,998
-50
-2% -$15.2K 0.31% 56
2020
Q2 		$859K Sell
3,048
-395
-11% -$106K 0.28% 60
2020
Q1 		$815K Buy
+3,443
New +$965K 0.36% 45
2019
Q4 		– Sell
-1,406
Closed -$383K – 930
2019
Q3 		$383K Sell
1,406
-296
-17% -$80.3K 0.13% 130
2019
Q2 		$458K Sell
1,702
-5,147
-75% -$1.36M 0.15% 123
2019
Q1 		$1.78M Buy
+6,849
New +$1.71M 0.59% 34

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Golden State Wealth Management's VOO Position: Q1 2026 in Review

Golden State Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.75% in Q1 2026, buying an estimated $30.6K and bringing the position to 6,610 shares worth $3.95M. The position accounts for 0.43% of the portfolio, ranked #47.

Golden State Wealth Management first reported a position in VOO in Q1 2019 and has held it in 18 quarters since. The position peaked at $4.27M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Golden State Wealth Management held 6,610 shares of Vanguard S&P 500 ETF worth $3.95M as of Q1 2026.
  • Golden State Wealth Management bought 49 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $30.6K.
  • Vanguard S&P 500 ETF made up 0.43% of Golden State Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Golden State Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's Vanguard S&P 500 ETF position peaked at $4.27M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.