Gleason Group, Inc. VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1822632
As of 2026-06-30, Gleason Group, Inc. reported 357.95K VOO (shares), valued at $245.85M, or 21.46% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 0.83%; reported value increased 15.90%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 21.46% | 357,955 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 21.01% | 354,998 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 22.17% | 360,592 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 22.18% | 360,660 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 21.85% | 354,949 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 23.45% | 252,563 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 23.43% | 247,411 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 22.84% | 236,374 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 22.84% | 224,886 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 22.19% | 220,813 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 21.94% | 218,582 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 21.93% | 212,580 | SEC filing ↗Filed Oct 12, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 21.93% | 212,580 | $83.48M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 12, 2023 |
| Q4 2023 | 21.94% | 218,582 | $95.48M | Shares increased 2.82%; reported value increased 14.37%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 22.19% | 220,813 | $106.14M | Shares increased 1.02%; reported value increased 11.17%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 22.84% | 224,886 | $112.47M | Shares increased 1.84%; reported value increased 5.96%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 22.84% | 236,374 | $124.73M | Shares increased 5.11%; reported value increased 10.90%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 23.43% | 247,411 | $133.31M | Shares increased 4.67%; reported value increased 6.88%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 23.45% | 252,563 | $129.79M | Shares increased 2.08%; reported value decreased 2.63%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 21.85% | 354,949 | $201.62M | Shares increased 40.54%; reported value increased 55.34%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 22.18% | 360,660 | $220.86M | Shares increased 1.61%; reported value increased 9.54%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 22.17% | 360,592 | $226.14M | Shares decreased 0.02%; reported value increased 2.39%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 21.01% | 354,998 | $212.13M | Shares decreased 1.55%; reported value decreased 6.19%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 21.46% | 357,955 | $245.85M | Shares increased 0.83%; reported value increased 15.90%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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