Howard Bailey Securities’s Vanguard S&P 500 ETF VOO Stock Holding History

Howard Bailey Securities’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 Q3	$249K	Sell	355 -33	-9%	-$23K	0.1%	88
2026 Q2	$266K	Sell	388 -11	-3%	-$7.33K	0.1%	94
2026 Q1	$238K	Sell	399 -142	-26%	-$88.8K	0.1%	113
2025 Q4	$339K	Sell	541 -398	-42%	-$247K	0.13%	92
2025 Q3	$575K	Buy	939 +357	+61%	+$210K	0.16%	72
2025 Q2	$331K	Sell	582 -3,899	-87%	-$2.05M	0.1%	104
2025 Q1	$2.3M	Buy	4,481 +1,446	+48%	+$782K	0.77%	39
2024 Q4	$1.64M	Sell	3,035 -515	-15%	-$279K	0.61%	40
2024 Q3	$1.87M	Buy	+3,550	New	+$1.8M	0.71%	38

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Howard Bailey Securities's VOO Position: Q3 2026 in Review

Howard Bailey Securities reduced its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q3 2026, selling an estimated $23K and leaving 355 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #88.

Howard Bailey Securities first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.3M in Q1 2025. 1,701 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Howard Bailey Securities held 355 shares of Vanguard S&P 500 ETF worth $249K as of Q3 2026.
Howard Bailey Securities sold 33 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $23K.
Vanguard S&P 500 ETF made up 0.1% of Howard Bailey Securities's portfolio in Q3 2026, its #88 holding.
Howard Bailey Securities first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
Howard Bailey Securities's Vanguard S&P 500 ETF position peaked at $2.3M in Q1 2025.
1,701 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Howard Bailey Securities's 13F filing for Q3 2026, filed 27 Oct 2026.