GW&K Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

GW&K Investment Management’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	$1.18M	Buy	1,970 +676	+52%	+$423K	0.01%	329
2025 Q4	$812K	Buy	1,294 +790	+157%	+$491K	0.01%	337
2025 Q3	$309K	Sell	504 -499	-50%	-$294K	﹤0.01%	369
2025 Q2	$570K	Buy	1,003 +46	+5%	+$24.2K	0.01%	335
2025 Q1	$492K	Sell	957 -565	-37%	-$305K	﹤0.01%	344
2024 Q4	$820K	Buy	+1,522	New	+$824K	0.01%	330
2023 Q1	–	Sell	-110	Closed	-$39K	–	612
2022 Q4	$39K	Buy	+110	New	+$38.9K	﹤0.01%	340

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

GW&K Investment Management's VOO Position: Q1 2026 in Review

GW&K Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 52% in Q1 2026, buying an estimated $423K and bringing the position to 1,970 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #329.

GW&K Investment Management first reported a position in VOO in Q4 2022 and has held it in 7 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

GW&K Investment Management held 1,970 shares of Vanguard S&P 500 ETF worth $1.18M as of Q1 2026.
GW&K Investment Management bought 676 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $423K.
Vanguard S&P 500 ETF made up 0.01% of GW&K Investment Management's portfolio in Q1 2026, its #329 holding.
GW&K Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 7 quarters since.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.