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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Howard Bailey Securities's VOO Position: Q2 2026 in Review

Howard Bailey Securities reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, selling an estimated $7.33K and leaving 388 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #94.

Howard Bailey Securities first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q1 2025. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Howard Bailey Securities held 388 shares of Vanguard S&P 500 ETF worth $266K as of Q2 2026.
Howard Bailey Securities sold 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
Vanguard S&P 500 ETF made up 0.1% of Howard Bailey Securities's portfolio in Q2 2026, its #94 holding.
Howard Bailey Securities first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's Vanguard S&P 500 ETF position peaked at $2.3M in Q1 2025.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.