Gratus Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Gratus Wealth Advisors’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	$287K	Hold	418	–	–	0.04%	118
2026 Q1	$250K	Hold	418	–	–	0.04%	128
2025 Q4	$262K	Hold	418	–	–	0.04%	121
2025 Q3	$256K	Hold	418	–	–	0.04%	123
2025 Q2	$237K	Hold	418	–	–	0.04%	121
2025 Q1	$215K	Hold	418	–	–	0.04%	122
2024 Q4	$225K	Hold	418	–	–	0.04%	125
2024 Q3	$218K	Buy	+418	New	+$212K	0.04%	131

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Gratus Wealth Advisors's VOO Position: Q2 2026 in Review

Gratus Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 418 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #118.

Gratus Wealth Advisors first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Gratus Wealth Advisors held 418 shares of Vanguard S&P 500 ETF worth $287K as of Q2 2026.
Gratus Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Gratus Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.