Gross & Hartman Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Gross & Hartman Investments’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	$3.07M	Buy	4,467 +4	+0.1%	+$2.67K	1.36%	12
2026 Q1	$2.67M	Buy	4,463 +6	+0.1%	+$3.75K	1.39%	11
2025 Q4	$2.8M	Buy	+4,457	New	+$2.77M	1.59%	11

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Gross & Hartman Investments's VOO Position: Q2 2026 in Review

Gross & Hartman Investments increased its Vanguard S&P 500 ETF (VOO) stake by 0.09% in Q2 2026, buying an estimated $2.67K and bringing the position to 4,467 shares worth $3.07M. The position accounts for 1.36% of the portfolio, ranked #12.

Gross & Hartman Investments first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,857 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Gross & Hartman Investments held 4,467 shares of Vanguard S&P 500 ETF worth $3.07M as of Q2 2026.
Gross & Hartman Investments bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 1.36% of Gross & Hartman Investments's portfolio in Q2 2026, its #12 holding.
Gross & Hartman Investments first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.