SEC 13F Intelligence

Gradient Capital Advisors, LLC / VOO

Gradient Capital Advisors, LLC’s Vanguard Index Fds Position

Does Gradient Capital Advisors, LLC own Vanguard Index Fds (VOO)? Yes7.0K shares worth $5M (+1.12% of its 13F portfolio) as of Q2 2026, down from 7.0K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
7.0K
% of Portfolio
+1.12%
Quarters Held
31
currently held

Position History VOO

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $5MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $4MQ4 ’25Q1 ’26: $4MQ2 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20267.0K$5M+1.12%
Q1 20267.0K$4M+1.09%
Q4 20257.1K$4M+1.15%
Q3 20257.5K$5M+1.22%
Q2 20258.0K$5M+1.34%
Q1 20258.0K$4M+1.34%
Q4 20247.8K$4M+1.35%
Q3 20248.1K$4M+1.41%
Q2 20248.7K$4M+1.55%
Q1 202410.0K$5M+1.76%
Q4 202311.8K$5M+1.97%
Q3 202313.5K$5M+2.21%
Q2 202316.3K$7M+2.67%
Q1 202316.8K$6M+2.69%
Q4 202217.1K$6M+2.74%
Q3 202217.3K$6M+2.72%
Q2 202217.6K$6M+2.93%
Q1 202211.7K$5M+2.07%
Q4 20215.7K$3M+1.04%
Q3 20216.1K$2M+1.10%
Q2 20216.2K$2M+1.15%
Q1 20215.3K$2M+1.02%
Q4 20204.9K$2M+0.97%
Q3 20205.3K$2M+1.02%
Q2 20205.9K$2M+1.13%
Q1 20207.2K$2M+1.37%
Q4 20197.6K$2M+1.57%
Q3 20198.1K$2M+1.64%
Q2 20198.5K$2M+1.77%
Q1 20198.8K$2M+1.83%
Q4 20188.7K$2M+1.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of VOO.