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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
Q2 		$10.7M Sell
15,542
-378
-2% -$252K 7.79% 4
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

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

Stephen J. Garry & Associates's VOO Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, selling an estimated $252K and leaving 15,542 shares worth $10.7M. The position accounts for 7.79% of the portfolio, ranked #4.

Stephen J. Garry & Associates first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Stephen J. Garry & Associates held 15,542 shares of Vanguard S&P 500 ETF worth $10.7M as of Q2 2026.
  • Stephen J. Garry & Associates sold 378 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $252K.
  • Vanguard S&P 500 ETF made up 7.79% of Stephen J. Garry & Associates's portfolio in Q2 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 11 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.