Stephen J. Garry & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Stephen J. Garry & Associates’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	$9.51M	Sell	15,920 -477	-3%	-$298K	7.65%	4
2025 Q4	$10.3M	Sell	16,397 -746	-4%	-$464K	8.16%	3
2025 Q3	$10.5M	Sell	17,143 -274	-2%	-$162K	8.38%	3
2025 Q2	$9.89M	Buy	17,417 +379	+2%	+$199K	8.55%	3
2025 Q1	$8.76M	Buy	17,038 +503	+3%	+$272K	8.19%	4
2024 Q4	$8.91M	Buy	16,535 +1,112	+7%	+$602K	8.23%	3
2024 Q3	$8.14M	Buy	15,423 +1,080	+8%	+$549K	7.74%	2
2024 Q2	$7.17M	Buy	14,343 +537	+4%	+$258K	7.26%	3
2024 Q1	$6.64M	Buy	13,806 +2,165	+19%	+$991K	6.87%	3
2023 Q4	$5.08M	Buy	+11,641	New	+$4.77M	5.63%	7

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

Stephen J. Garry & Associates's VOO Position: Q1 2026 in Review

Stephen J. Garry & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q1 2026, selling an estimated $298K and leaving 15,920 shares worth $9.51M. The position accounts for 7.65% of the portfolio, ranked #4.

Stephen J. Garry & Associates first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5M in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Stephen J. Garry & Associates held 15,920 shares of Vanguard S&P 500 ETF worth $9.51M as of Q1 2026.
Stephen J. Garry & Associates sold 477 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $298K.
Vanguard S&P 500 ETF made up 7.65% of Stephen J. Garry & Associates's portfolio in Q1 2026, its #4 holding.
Stephen J. Garry & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Stephen J. Garry & Associates's Vanguard S&P 500 ETF position peaked at $10.5M in Q3 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q1 2026, filed 16 Apr 2026.