Clearstead Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,170,336
| Closed | -$732M | – | 2838 |
|
|
2025
Q4 | $734M | Buy |
+1,170,336
| New | +$727M | 9.25% | 1 |
|
|
2025
Q3 | – | Sell |
-1,177,459
| Closed | -$694M | – | 3257 |
|
|
2025
Q2 | $669M | Buy |
1,177,459
+10,039
| +0.9% | +$5.28M | 9.4% | 1 |
|
|
2025
Q1 | $600M | Sell |
1,167,420
-5,718
| -0.5% | -$3.09M | 9.31% | 1 |
|
|
2024
Q4 | $632M | Buy |
1,173,138
+27,722
| +2% | +$15M | 9.59% | 1 |
|
|
2024
Q3 | $604M | Buy |
1,145,416
+13,798
| +1% | +$7.01M | 9.38% | 1 |
|
|
2024
Q2 | $566M | Buy |
1,131,618
+695,849
| +160% | +$335M | 9.66% | 1 |
|
|
2024
Q1 | $209M | Buy |
435,769
+1,934
| +0.4% | +$885K | 10.33% | 1 |
|
|
2023
Q4 | $189M | Sell |
433,835
-402,093
| -48% | -$165M | 10.06% | 1 |
|
|
2023
Q3 | $328M | Buy |
835,928
+414,431
| +98% | +$169M | 9.53% | 1 |
|
|
2023
Q2 | $172M | Sell |
421,497
-2,045
| -0.5% | -$789K | 10.41% | 1 |
|
|
2023
Q1 | $159M | Buy |
423,542
+3,178
| +0.8% | +$1.17M | 11.59% | 1 |
|
|
2022
Q4 | $148M | Buy |
420,364
+220
| +0.1% | +$77.7K | 11.57% | 1 |
|
|
2022
Q3 | $138M | Sell |
420,144
-4,557
| -1% | -$1.66M | 12.71% | 1 |
|
|
2022
Q2 | $147M | Buy |
424,701
+11,498
| +3% | +$4.33M | 11.48% | 1 |
|
|
2022
Q1 | $172M | Buy |
413,203
+32,415
| +9% | +$13.3M | 11.64% | 1 |
|
|
2021
Q4 | $166M | Sell |
380,788
-2,232
| -0.6% | -$942K | 11.31% | 1 |
|
|
2021
Q3 | $151M | Buy |
383,020
+1,498
| +0.4% | +$608K | 11.27% | 1 |
|
|
2021
Q2 | $150M | Buy |
381,522
+3,960
| +1% | +$1.52M | 11.55% | 1 |
|
|
2021
Q1 | $138M | Buy |
377,562
+19,992
| +6% | +$7.09M | 11.46% | 1 |
|
|
2020
Q4 | $123M | Buy |
357,570
+11,406
| +3% | +$3.72M | 11.18% | 1 |
|
|
2020
Q3 | $106M | Sell |
346,164
-7,684
| -2% | -$2.34M | 11.42% | 1 |
|
|
2020
Q2 | $100M | Sell |
353,848
-2,762
| -0.8% | -$743K | 11.6% | 1 |
|
|
2020
Q1 | $84.5M | Buy |
356,610
+30,837
| +9% | +$8.64M | 12.3% | 1 |
|
|
2019
Q4 | $96.4M | Sell |
325,773
-2,341
| -0.7% | -$662K | 11.69% | 1 |
|
|
2019
Q3 | $89.4M | Sell |
328,114
-10,571
| -3% | -$2.87M | 11.97% | 1 |
|
|
2019
Q2 | $91.2M | Sell |
338,685
-14,490
| -4% | -$3.83M | 12.14% | 1 |
|
|
2019
Q1 | $91.7M | Sell |
353,175
-719
| -0.2% | -$180K | 12.64% | 1 |
|
|
2018
Q4 | $81.3M | Buy |
353,894
+11,941
| +3% | +$2.96M | 12.67% | 1 |
|
|
2018
Q3 | $91.3M | Buy |
341,953
+3,572
| +1% | +$935K | 12.52% | 1 |
|
|
2018
Q2 | $84.4M | Sell |
338,381
-491
| -0.1% | -$122K | 12.04% | 1 |
|
|
2018
Q1 | $82M | Sell |
338,872
-4,047
| -1% | -$1.02M | 11.89% | 1 |
|
|
2017
Q4 | $84.1M | Sell |
342,919
-22,463
| -6% | -$5.37M | 11.4% | 1 |
|
|
2017
Q3 | $84.3M | Buy |
365,382
+23,800
| +7% | +$5.39M | 10.98% | 1 |
|
|
2017
Q2 | $75.9M | Sell |
341,582
-5,100
| -1% | -$1.12M | 11.08% | 1 |
|
|
2017
Q1 | $75M | Buy |
346,682
+3,362
| +1% | +$717K | 10.9% | 2 |
|
|
2016
Q4 | $70.5M | Buy |
+343,320
| New | +$68.9M | 11.41% | 2 |
|
Other funds holding VOO
VGA
AA
Clearstead Advisors's VOO Position: Q1 2026 in Review
Clearstead Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 1,170,336 shares — an estimated $732M sold.
Clearstead Advisors first reported a position in VOO in Q4 2016 and held it in 36 quarters. The position peaked at $734M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Clearstead Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
- Clearstead Advisors sold 1,170,336 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $732M.
- Clearstead Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2016 and held it in 36 quarters.
- Clearstead Advisors's Vanguard S&P 500 ETF position peaked at $734M in Q4 2025.
- 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.