Gradient Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.82M | Sell |
7,019
-8
| -0.1% | -$5.33K | 1.12% | 28 |
|
|
2026
Q1 | $4.2M | Sell |
7,027
-75
| -1% | -$46.9K | 1.09% | 31 |
|
|
2025
Q4 | $4.45M | Sell |
7,102
-353
| -5% | -$219K | 1.15% | 27 |
|
|
2025
Q3 | $4.57M | Sell |
7,455
-506
| -6% | -$298K | 1.22% | 26 |
|
|
2025
Q2 | $4.52M | Sell |
7,961
-5
| -0.1% | -$2.63K | 1.34% | 23 |
|
|
2025
Q1 | $4.09M | Buy |
7,966
+177
| +2% | +$95.7K | 1.34% | 22 |
|
|
2024
Q4 | $4.2M | Sell |
7,789
-282
| -3% | -$153K | 1.35% | 20 |
|
|
2024
Q3 | $4.26M | Sell |
8,071
-580
| -7% | -$295K | 1.41% | 20 |
|
|
2024
Q2 | $4.33M | Sell |
8,651
-1,328
| -13% | -$639K | 1.55% | 19 |
|
|
2024
Q1 | $4.8M | Sell |
9,979
-1,862
| -16% | -$852K | 1.76% | 14 |
|
|
2023
Q4 | $5.17M | Sell |
11,841
-1,614
| -12% | -$661K | 1.97% | 13 |
|
|
2023
Q3 | $5.28M | Sell |
13,455
-2,885
| -18% | -$1.18M | 2.21% | 12 |
|
|
2023
Q2 | $6.65M | Sell |
16,340
-458
| -3% | -$177K | 2.67% | 9 |
|
|
2023
Q1 | $6.32M | Sell |
16,798
-345
| -2% | -$127K | 2.69% | 10 |
|
|
2022
Q4 | $6.02M | Sell |
17,143
-194
| -1% | -$68.5K | 2.74% | 10 |
|
|
2022
Q3 | $5.69M | Sell |
17,337
-237
| -1% | -$86.6K | 2.72% | 9 |
|
|
2022
Q2 | $6.1M | Buy |
17,574
+5,827
| +50% | +$2.2M | 2.93% | 8 |
|
|
2022
Q1 | $4.88M | Buy |
11,747
+6,002
| +104% | +$2.46M | 2.07% | 11 |
|
|
2021
Q4 | $2.51M | Sell |
5,745
-346
| -6% | -$146K | 1.04% | 25 |
|
|
2021
Q3 | $2.4M | Sell |
6,091
-122
| -2% | -$49.5K | 1.1% | 24 |
|
|
2021
Q2 | $2.44M | Buy |
6,213
+928
| +18% | +$356K | 1.15% | 24 |
|
|
2021
Q1 | $1.93M | Buy |
5,285
+357
| +7% | +$127K | 1.02% | 25 |
|
|
2020
Q4 | $1.69M | Sell |
4,928
-393
| -7% | -$128K | 0.97% | 27 |
|
|
2020
Q3 | $1.64M | Sell |
5,321
-586
| -10% | -$179K | 1.02% | 27 |
|
|
2020
Q2 | $1.67M | Sell |
5,907
-1,255
| -18% | -$338K | 1.13% | 27 |
|
|
2020
Q1 | $1.7M | Sell |
7,162
-447
| -6% | -$125K | 1.37% | 20 |
|
|
2019
Q4 | $2.25M | Sell |
7,609
-459
| -6% | -$130K | 1.57% | 19 |
|
|
2019
Q3 | $2.2M | Sell |
8,068
-479
| -6% | -$130K | 1.64% | 16 |
|
|
2019
Q2 | $2.3M | Sell |
8,547
-278
| -3% | -$73.5K | 1.77% | 16 |
|
|
2019
Q1 | $2.29M | Buy |
8,825
+95
| +1% | +$23.7K | 1.83% | 16 |
|
|
2018
Q4 | $2.01M | Buy |
8,730
+92
| +1% | +$22.8K | 1.73% | 16 |
|
|
2018
Q3 | $2.31M | Sell |
8,638
-1,105
| -11% | -$289K | 1.95% | 12 |
|
|
2018
Q2 | $2.43M | Sell |
9,743
-81
| -0.8% | -$20.1K | 2.26% | 10 |
|
|
2018
Q1 | $2.38M | Buy |
9,824
+1,175
| +14% | +$295K | 2.38% | 10 |
|
|
2017
Q4 | $2.12M | Buy |
+8,649
| New | +$2.07M | 2.17% | 12 |
|
Other funds holding VOO
AA
Gradient Capital Advisors's VOO Position: Q2 2026 in Review
Gradient Capital Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.11% in Q2 2026, selling an estimated $5.33K and leaving 7,019 shares worth $4.82M. The position accounts for 1.12% of the portfolio, ranked #28.
Gradient Capital Advisors first reported a position in VOO in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.65M in Q2 2023. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Gradient Capital Advisors held 7,019 shares of Vanguard S&P 500 ETF worth $4.82M as of Q2 2026.
- Gradient Capital Advisors sold 8 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.33K.
- Vanguard S&P 500 ETF made up 1.12% of Gradient Capital Advisors's portfolio in Q2 2026, its #28 holding.
- Gradient Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Vanguard S&P 500 ETF position peaked at $6.65M in Q2 2023.
- 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.