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

Greystone 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
2026 Q1	$772K	Sell	1,291 -308	-19%	-$193K	0.22%	51
2025 Q4	$1M	Sell	1,599 -884	-36%	-$549K	0.16%	64
2025 Q3	$1.52M	Sell	2,483 -554	-18%	-$327K	0.24%	58
2025 Q2	$1.73M	Buy	3,037 +813	+37%	+$427K	0.28%	52
2025 Q1	$1.14M	Sell	2,224 -579	-21%	-$313K	0.21%	61
2024 Q4	$1.51M	Buy	2,803 +40	+1%	+$21.7K	0.26%	58
2024 Q3	$1.46M	Buy	2,763 +682	+33%	+$347K	0.26%	59
2024 Q2	$1.04M	Buy	2,081 +1,260	+153%	+$606K	0.2%	60
2024 Q1	$394K	Buy	+821	New	+$376K	0.08%	93

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Greystone Financial Group's VOO Position: Q1 2026 in Review

Greystone Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 19% in Q1 2026, selling an estimated $193K and leaving 1,291 shares worth $772K. The position accounts for 0.22% of the portfolio, ranked #51.

Greystone Financial Group first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Greystone Financial Group held 1,291 shares of Vanguard S&P 500 ETF worth $772K as of Q1 2026.
Greystone Financial Group sold 308 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $193K.
Vanguard S&P 500 ETF made up 0.22% of Greystone Financial Group's portfolio in Q1 2026, its #51 holding.
Greystone Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Greystone Financial Group's Vanguard S&P 500 ETF position peaked at $1.73M in Q2 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.