Greenwich Wealth Management’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
Q1 | $8.76M | Sell |
14,655
-322
| -2% | -$201K | 0.36% | 50 |
|
|
2025
Q4 | $9.39M | Sell |
14,977
-121
| -0.8% | -$75.2K | 0.42% | 40 |
|
|
2025
Q3 | $9.25M | Sell |
15,098
-35
| -0.2% | -$20.6K | 0.46% | 31 |
|
|
2025
Q2 | $8.6M | Buy |
15,133
+62
| +0.4% | +$32.6K | 0.42% | 31 |
|
|
2025
Q1 | $7.75M | Buy |
15,071
+54
| +0.4% | +$29.2K | 0.59% | 25 |
|
|
2024
Q4 | $8.09M | Sell |
15,017
-81
| -0.5% | -$43.9K | 0.57% | 27 |
|
|
2024
Q3 | $7.97M | Sell |
15,098
-233
| -2% | -$118K | 0.54% | 27 |
|
|
2024
Q2 | $7.67M | Buy |
15,331
+607
| +4% | +$292K | 0.56% | 27 |
|
|
2024
Q1 | $7.08M | Buy |
14,724
+279
| +2% | +$128K | 0.56% | 27 |
|
|
2023
Q4 | $6.31M | Buy |
14,445
+316
| +2% | +$129K | 0.62% | 24 |
|
|
2023
Q3 | $5.55M | Buy |
14,129
+1,136
| +9% | +$465K | 0.59% | 24 |
|
|
2023
Q2 | $5.29M | Buy |
12,993
+227
| +2% | +$87.6K | 0.56% | 25 |
|
|
2023
Q1 | $4.8M | Buy |
12,766
+749
| +6% | +$275K | 0.52% | 27 |
|
|
2022
Q4 | $4.22M | Buy |
12,017
+225
| +2% | +$79.5K | 0.46% | 35 |
|
|
2022
Q3 | $3.87M | Buy |
11,792
+30
| +0.3% | +$11K | 0.41% | 31 |
|
|
2022
Q2 | $4.08M | Sell |
11,762
-365
| -3% | -$138K | 0.54% | 28 |
|
|
2022
Q1 | $5.04M | Buy |
12,127
+588
| +5% | +$241K | 0.51% | 30 |
|
|
2021
Q4 | $5.04M | Buy |
11,539
+520
| +5% | +$220K | 0.41% | 30 |
|
|
2021
Q3 | $4.35M | Sell |
11,019
-1,078
| -9% | -$437K | 0.36% | 33 |
|
|
2021
Q2 | $4.76M | Buy |
12,097
+365
| +3% | +$140K | 0.41% | 27 |
|
|
2021
Q1 | $4.27M | Buy |
11,732
+790
| +7% | +$280K | 0.34% | 30 |
|
|
2020
Q4 | $3.76M | Buy |
10,942
+10
| +0.1% | +$3.26K | 0.33% | 33 |
|
|
2020
Q3 | $3.36M | Buy |
10,932
+4,068
| +59% | +$1.24M | 0.6% | 32 |
|
|
2020
Q2 | $1.95M | Buy |
6,864
+5,030
| +274% | +$1.35M | 0.37% | 52 |
|
|
2020
Q1 | $434K | Buy |
1,834
+469
| +34% | +$131K | 0.09% | 106 |
|
|
2019
Q4 | $404K | Buy |
+1,365
| New | +$386K | 0.08% | 137 |
|
|
2016
Q4 | – | Sell |
-1,508
| Closed | -$300K | – | 214 |
|
|
2016
Q3 | $300K | Buy |
1,508
+175
| +13% | +$34.7K | 0.05% | 157 |
|
|
2016
Q2 | $256K | Sell |
1,333
-335
| -20% | -$63.8K | 0.06% | 165 |
|
|
2016
Q1 | $315K | Sell |
1,668
-4,374
| -72% | -$783K | 0.08% | 141 |
|
|
2015
Q4 | $1.13M | Buy |
6,042
+4,474
| +285% | +$842K | 0.28% | 66 |
|
|
2015
Q3 | $276K | Sell |
1,568
-218
| -12% | -$40.5K | 0.07% | 140 |
|
|
2015
Q2 | $337K | Sell |
1,786
-30
| -2% | -$5.78K | 0.04% | 144 |
|
|
2015
Q1 | $344K | Buy |
1,816
+30
| +2% | +$5.68K | 0.04% | 145 |
|
|
2014
Q4 | $336K | Buy |
+1,786
| New | +$329K | 0.02% | 148 |
|
Other funds holding VOO
VGA
AA
Greenwich Wealth Management's VOO Position: Q1 2026 in Review
Greenwich Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, selling an estimated $201K and leaving 14,655 shares worth $8.76M. The position accounts for 0.36% of the portfolio, ranked #50.
Greenwich Wealth Management first reported a position in VOO in Q4 2014 and has held it in 34 quarters since. The position peaked at $9.39M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Greenwich Wealth Management held 14,655 shares of Vanguard S&P 500 ETF worth $8.76M as of Q1 2026.
- Greenwich Wealth Management sold 322 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $201K.
- Vanguard S&P 500 ETF made up 0.36% of Greenwich Wealth Management's portfolio in Q1 2026, its #50 holding.
- Greenwich Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 34 quarters since.
- Greenwich Wealth Management's Vanguard S&P 500 ETF position peaked at $9.39M in Q4 2025.
- 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.