SGK
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Steigerwald Gordon & Koch’s Vanguard S&P 500 ETF VOO Stock Holding History

Steigerwald Gordon & Koch’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 		$466K Sell
678
-230
-25% -$153K 0.05% 91
2026
Q1 		$543K Sell
908
-1
-0.1% -$625 0.06% 83
2025
Q4 		$570K Buy
909
+128
+16% +$79.5K 0.05% 86
2025
Q3 		$478K Hold
781
– – 0.05% 89
2025
Q2 		$444K Sell
781
-32
-4% -$16.8K 0.05% 85
2025
Q1 		$418K Sell
813
-696
-46% -$376K 0.05% 88
2024
Q4 		$814K Buy
1,509
+4
+0.3% +$2.17K 0.09% 70
2024
Q3 		$794K Buy
1,505
+32
+2% +$16.3K 0.09% 68
2024
Q2 		$737K Buy
1,473
+30
+2% +$14.4K 0.09% 67
2024
Q1 		$694K Sell
1,443
-339
-19% -$155K 0.09% 69
2023
Q4 		$778K Buy
1,782
+825
+86% +$338K 0.11% 66
2023
Q3 		$376K Buy
957
+33
+4% +$13.5K 0.06% 85
2023
Q2 		$376K Sell
924
-15
-2% -$5.79K 0.06% 84
2023
Q1 		$353K Sell
939
-75
-7% -$27.5K 0.05% 86
2022
Q4 		$356K Sell
1,014
-32
-3% -$11.3K 0.06% 86
2022
Q3 		$343K Hold
1,046
– – 0.06% 82
2022
Q2 		$363K Sell
1,046
-23
-2% -$8.66K 0.06% 85
2022
Q1 		$444K Buy
1,069
+98
+10% +$40.1K 0.07% 82
2021
Q4 		$424K Buy
971
+147
+18% +$62.1K 0.06% 83
2021
Q3 		$325K Buy
824
+34
+4% +$13.8K 0.05% 91
2021
Q2 		$311K Buy
790
+2
+0.3% +$768 0.05% 92
2021
Q1 		$287K Hold
788
– – 0.05% 88
2020
Q4 		$271K Buy
788
+6
+0.8% +$1.96K 0.06% 90
2020
Q3 		$241K Buy
+782
New +$238K 0.06% 90
2018
Q3 		– Sell
-1,655
Closed -$241K – 91
2018
Q2 		$241K Buy
+1,655
New +$411K 0.06% 79

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Steigerwald Gordon & Koch's VOO Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Vanguard S&P 500 ETF (VOO) stake by 25% in Q2 2026, selling an estimated $153K and leaving 678 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #91.

Steigerwald Gordon & Koch first reported a position in VOO in Q2 2018 and has held it in 25 quarters since. The position peaked at $814K in Q4 2024. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Steigerwald Gordon & Koch held 678 shares of Vanguard S&P 500 ETF worth $466K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 230 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $153K.
  • Vanguard S&P 500 ETF made up 0.05% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #91 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 25 quarters since.
  • Steigerwald Gordon & Koch's Vanguard S&P 500 ETF position peaked at $814K in Q4 2024.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.