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Greenberg Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Greenberg Financial 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
2025
Q4 		$712K Buy
+1,136
New +$706K 0.29% 47
2025
Q2 		$887K Buy
1,292
+165
+15% +$86.7K 0.33% 51
2025
Q1 		$673K Buy
+1,127
New +$609K 0.28% 50

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greenberg Financial Group's VOO Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2025: 1,136 shares worth $712K. The stake represents 0.29% of the portfolio and ranks #47 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in VOO as recently as Q2 2025.

Greenberg Financial Group first reported a position in VOO in Q1 2025 and has held it in 3 quarters since. The position peaked at $887K in Q2 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Greenberg Financial Group held 1,136 shares of Vanguard S&P 500 ETF worth $712K as of Q4 2025.
  • Vanguard S&P 500 ETF was a new Greenberg Financial Group position in Q4 2025.
  • Vanguard S&P 500 ETF made up 0.29% of Greenberg Financial Group's portfolio in Q4 2025, its #47 holding.
  • Greenberg Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Vanguard S&P 500 ETF position peaked at $887K in Q2 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.