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 Q2	$1M	Buy	1,456 +165	+13%	+$110K	0.28%	49
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Greystone Financial Group's VOO Position: Q2 2026 in Review

Greystone Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, buying an estimated $110K and bringing the position to 1,456 shares worth $1M. The position accounts for 0.28% of the portfolio, ranked #49.

Greystone Financial Group first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q2 2025. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Greystone Financial Group held 1,456 shares of Vanguard S&P 500 ETF worth $1M as of Q2 2026.
Greystone Financial Group bought 165 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $110K.
Vanguard S&P 500 ETF made up 0.28% of Greystone Financial Group's portfolio in Q2 2026, its #49 holding.
Greystone Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Greystone Financial Group's Vanguard S&P 500 ETF position peaked at $1.73M in Q2 2025.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.