GI
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Gradient Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Gradient Investments’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 		$2.33M Buy
3,399
+248
+8% +$165K 0.03% 252
2026
Q1 		$1.88M Buy
3,151
+259
+9% +$162K 0.03% 259
2025
Q4 		$1.81M Sell
2,892
-32
-1% -$19.9K 0.03% 216
2025
Q3 		$1.79M Buy
2,924
+29
+1% +$17.1K 0.03% 203
2025
Q2 		$1.64M Buy
2,895
+678
+31% +$356K 0.03% 203
2025
Q1 		$1.14M Buy
2,217
+45
+2% +$24.3K 0.02% 193
2024
Q4 		$1.17M Buy
2,172
+149
+7% +$80.7K 0.02% 184
2024
Q3 		$1.07M Sell
2,023
-263
-12% -$134K 0.02% 181
2024
Q2 		$1.14M Buy
2,286
+315
+16% +$152K 0.03% 184
2024
Q1 		$948K Sell
1,971
-59
-3% -$27K 0.02% 184
2023
Q4 		$887K Buy
2,030
+547
+37% +$224K 0.02% 198
2023
Q3 		$582K Sell
1,483
-54
-4% -$22.1K 0.02% 211
2023
Q2 		$626K Buy
1,537
+34
+2% +$13.1K 0.02% 200
2023
Q1 		$565K Sell
1,503
-960
-39% -$352K 0.02% 203
2022
Q4 		$865K Buy
2,463
+360
+17% +$127K 0.03% 190
2022
Q3 		$690K Buy
2,103
+153
+8% +$55.9K 0.02% 194
2022
Q2 		$676K Buy
1,950
+338
+21% +$127K 0.02% 196
2022
Q1 		$669K Buy
1,612
+1,106
+219% +$453K 0.02% 194
2021
Q4 		$221K Buy
506
+279
+123% +$118K 0.01% 270
2021
Q3 		$90K Sell
227
-139
-38% -$56.4K ﹤0.01% 386
2021
Q2 		$144K Sell
366
-249
-40% -$95.6K ﹤0.01% 319
2021
Q1 		$224K Sell
615
-243
-28% -$86.2K 0.01% 275
2020
Q4 		$264K Hold
858
– – 0.01% 237
2020
Q3 		$264K Buy
858
+423
+97% +$129K 0.01% 237
2020
Q2 		$123K Hold
435
– – 0.01% 277
2020
Q1 		$103K Hold
435
– – 0.01% 268
2019
Q4 		$129K Buy
435
+405
+1,350% +$115K 0.01% 286
2019
Q3 		$8K Buy
+30
New +$8.14K ﹤0.01% 721
2019
Q1 		– Sell
-302
Closed -$69K – 1012
2018
Q4 		$69K Buy
302
+149
+97% +$36.9K ﹤0.01% 307
2018
Q3 		$41K Sell
153
-181
-54% -$47.4K ﹤0.01% 388
2018
Q2 		$83K Buy
334
+271
+430% +$67.3K ﹤0.01% 281
2018
Q1 		$15K Sell
63
-133
-68% -$33.4K ﹤0.01% 546
2017
Q4 		$48K Buy
+196
New +$46.8K ﹤0.01% 356
2017
Q3 		– Sell
-66
Closed -$15K – 701
2017
Q2 		$15K Hold
66
– – ﹤0.01% 431
2017
Q1 		$14K Hold
66
– – ﹤0.01% 464
2016
Q4 		$14K Sell
66
-41
-38% -$8.23K ﹤0.01% 410
2016
Q3 		$21K Buy
107
+2
+2% +$397 ﹤0.01% 350
2016
Q2 		$20K Buy
+105
New +$20K ﹤0.01% 344
2015
Q4 		– Sell
-2
Closed – – 751
2015
Q3 		$0 Buy
+2
New +$372 ﹤0.01% 689

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Gradient Investments's VOO Position: Q2 2026 in Review

Gradient Investments increased its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q2 2026, buying an estimated $165K and bringing the position to 3,399 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #252.

Gradient Investments first reported a position in VOO in Q3 2015 and has held it in 39 quarters since. 1,096 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Gradient Investments held 3,399 shares of Vanguard S&P 500 ETF worth $2.33M as of Q2 2026.
  • Gradient Investments bought 248 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $165K.
  • Vanguard S&P 500 ETF made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #252 holding.
  • Gradient Investments first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 39 quarters since.
  • 1,096 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.