Iron Gate Global Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Iron Gate Global Advisors’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 Q4	–	Sell	-800	Closed	-$300	–	120
2025 Q3	$300	Buy	+800	New	+$472K	﹤0.01%	116

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

Iron Gate Global Advisors's VOO Position: Q1 2026 in Review

Iron Gate Global Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, buying an estimated $6.25K and bringing the position to 719 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #63.

Iron Gate Global Advisors first reported a position in VOO in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.8M in Q4 2019. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Iron Gate Global Advisors held 719 shares of Vanguard S&P 500 ETF worth $430K as of Q1 2026.
Iron Gate Global Advisors bought 10 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.25K.
Vanguard S&P 500 ETF made up 0.05% of Iron Gate Global Advisors's portfolio in Q1 2026, its #63 holding.
Iron Gate Global Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 36 quarters since.
Iron Gate Global Advisors's Vanguard S&P 500 ETF position peaked at $1.8M in Q4 2019.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.