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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Gries Financial's VOO Position: Q3 2025 in Review

Gries Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q3 2025, selling an estimated $179K and leaving 10,155 shares worth $6.22M. The position accounts for 0.98% of the portfolio, ranked #16.

Gries Financial first reported a position in VOO in Q3 2023 and has held it in 9 quarters since. The position peaked at $6.53M in Q1 2024. 3,465 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Gries Financial held 10,155 shares of Vanguard S&P 500 ETF worth $6.22M as of Q3 2025.
Gries Financial sold 304 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $179K.
Vanguard S&P 500 ETF made up 0.98% of Gries Financial's portfolio in Q3 2025, its #16 holding.
Gries Financial first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 9 quarters since.
Gries Financial's Vanguard S&P 500 ETF position peaked at $6.53M in Q1 2024.
3,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.