GVAG
VOO icon

Great Valley Advisor Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Great Valley Advisor Group’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 		$22.6M Sell
37,876
-2,711
-7% -$1.7M 0.41% 62
2025
Q4 		$25.5M Buy
40,587
+2,335
+6% +$1.45M 0.49% 55
2025
Q3 		$23.4M Buy
38,252
+1,633
+4% +$963K 0.47% 58
2025
Q2 		$20.8M Buy
36,619
+487
+1% +$256K 0.46% 58
2025
Q1 		$18.6M Sell
36,132
-9,597
-21% -$5.19M 0.4% 64
2024
Q4 		$24.6M Sell
45,729
-13,535
-23% -$7.33M 0.55% 41
2024
Q3 		$31.3M Buy
59,264
+6,106
+11% +$3.1M 0.77% 23
2024
Q2 		$26.6M Buy
53,158
+3,807
+8% +$1.83M 0.74% 25
2024
Q1 		$23.7M Sell
49,351
-7,722
-14% -$3.53M 0.72% 28
2023
Q4 		$24.9M Buy
57,073
+14,887
+35% +$6.09M 0.87% 21
2023
Q3 		$16.6M Sell
42,186
-2,438
-5% -$997K 0.69% 35
2023
Q2 		$18.2M Buy
44,624
+5,712
+15% +$2.2M 0.76% 25
2023
Q1 		$14.6M Buy
38,912
+21,017
+117% +$7.71M 0.68% 33
2022
Q4 		$6.29M Buy
17,895
+5,001
+39% +$1.77M 0.32% 80
2022
Q3 		$4.23M Buy
12,894
+4,913
+62% +$1.79M 0.24% 103
2022
Q2 		$2.77M Buy
7,981
+281
+4% +$106K 0.15% 158
2022
Q1 		$3.21M Buy
7,700
+385
+5% +$158K 0.19% 137
2021
Q4 		$3.17M Buy
7,315
+12
+0.2% +$5.07K 0.2% 129
2021
Q3 		$2.88M Sell
7,303
-92
-1% -$37.3K 0.2% 131
2021
Q2 		$2.89M Buy
7,395
+3,583
+94% +$1.38M 0.21% 123
2021
Q1 		$1.39M Sell
3,812
-368
-9% -$130K 0.13% 169
2020
Q4 		$1.44M Sell
4,180
-738
-15% -$241K 0.15% 153
2020
Q3 		$1.51M Buy
4,918
+2,075
+73% +$632K 0.19% 117
2020
Q2 		$806K Sell
2,843
-1,316
-32% -$354K 0.13% 174
2020
Q1 		$985K Sell
4,159
-918
-18% -$257K 0.26% 117
2019
Q4 		$1.5M Buy
5,077
+844
+20% +$239K 0.33% 89
2019
Q3 		$1.15M Buy
4,233
+70
+2% +$19K 0.28% 107
2019
Q2 		$1.12M Sell
4,163
-250
-6% -$66.1K 0.28% 111
2019
Q1 		$1.15M Buy
+4,413
New +$1.1M 0.36% 78

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

Great Valley Advisor Group's VOO Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Vanguard S&P 500 ETF (VOO) stake by 6.7% in Q1 2026, selling an estimated $1.7M and leaving 37,876 shares worth $22.6M. The position accounts for 0.41% of the portfolio, ranked #62.

Great Valley Advisor Group first reported a position in VOO in Q1 2019 and has held it in 29 quarters since. The position peaked at $31.3M in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Great Valley Advisor Group held 37,876 shares of Vanguard S&P 500 ETF worth $22.6M as of Q1 2026.
  • Great Valley Advisor Group sold 2,711 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.7M.
  • Vanguard S&P 500 ETF made up 0.41% of Great Valley Advisor Group's portfolio in Q1 2026, its #62 holding.
  • Great Valley Advisor Group first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's Vanguard S&P 500 ETF position peaked at $31.3M in Q3 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.