Goldstone Financial Group, LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 2040021
As of 2026-06-30, Goldstone Financial Group, LLC reported 230.14K VOO (shares), valued at $158.06M, or 14.45% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 14.39%; reported value increased 31.47%, and weight changed +1.41 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 | 14.45% | 230,142 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 13.04% | 201,197 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 11.27% | 161,267 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 11.21% | 154,702 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 11.05% | 145,499 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 10.89% | 139,955 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 11.03% | 130,587 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 11.47% | 124,926 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 11.67% | 116,344 | SEC filing ↗Filed Jan 15, 2025 |
| Q1 2024 | 13.37% | 121,173 | SEC filing ↗Filed Jan 15, 2025 |
| Q4 2023 | 13.24% | 117,393 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2023 | 13.30% | 114,236 | SEC filing ↗Filed Jan 15, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 13.30% | 114,236 | $44.86M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 15, 2025 |
| Q4 2023 | 13.24% | 117,393 | $51.28M | Shares increased 2.76%; reported value increased 14.30%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2024 | 13.37% | 121,173 | $58.25M | Shares increased 3.22%; reported value increased 13.59%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q2 2024 | 11.67% | 116,344 | $58.19M | Shares decreased 3.99%; reported value decreased 0.10%, and weight changed -1.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q3 2024 | 11.47% | 124,926 | $65.92M | Shares increased 7.38%; reported value increased 13.29%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 11.03% | 130,587 | $70.36M | Shares increased 4.53%; reported value increased 6.74%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 10.89% | 139,955 | $71.92M | Shares increased 7.17%; reported value increased 2.22%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 11.05% | 145,499 | $83.69M | Shares increased 3.96%; reported value increased 16.36%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 11.21% | 154,702 | $94.74M | Shares increased 6.33%; reported value increased 13.19%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 11.27% | 161,267 | $101.14M | Shares increased 4.24%; reported value increased 6.75%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 13.04% | 201,197 | $120.22M | Shares increased 24.76%; reported value increased 18.88%, and weight changed +1.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 14.45% | 230,142 | $158.06M | Shares increased 14.39%; reported value increased 31.47%, and weight changed +1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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