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VOO icon

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

Gries Financial’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
Q3 		$6.22M Sell
10,155
-304
-3% -$179K 0.98% 16
2025
Q2 		$5.94M Sell
10,459
-136
-1% -$71.5K 1.08% 13
2025
Q1 		$5.44M Sell
10,595
-1,067
-9% -$577K 1.06% 13
2024
Q4 		$6.28M Buy
11,662
+2,131
+22% +$1.15M 1.12% 16
2024
Q3 		$5.03M Buy
9,531
+2,774
+41% +$1.41M 0.94% 17
2024
Q2 		$3.38M Sell
6,757
-6,837
-50% -$3.29M 0.7% 28
2024
Q1 		$6.53M Buy
13,594
+10,853
+396% +$4.97M 1.09% 14
2023
Q4 		$1.2M Buy
2,741
+1,958
+250% +$802K 0.26% 89
2023
Q3 		$307K Buy
+783
New +$320K 0.08% 150

Other funds holding VOO

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Raymond James Financial
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return