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Powell Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Powell Investment Advisors’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 		$277K Sell
403
-34
-8% -$22.7K 0.09% 106
2026
Q1 		$261K Buy
437
+19
+5% +$11.9K 0.09% 113
2025
Q4 		$262K Buy
418
+2
+0.5% +$1.24K 0.09% 119
2025
Q3 		$255K Buy
416
+6
+1% +$3.54K 0.09% 121
2025
Q2 		$233K Hold
410
– – 0.09% 118
2025
Q1 		$211K Buy
410
+20
+5% +$10.8K 0.1% 109
2024
Q4 		$210K Buy
390
+2
+0.5% +$1.08K 0.1% 121
2024
Q3 		$206K Buy
388
+1
+0.3% +$508 0.1% 119
2024
Q2 		$194K Hold
387
– – 0.1% 117
2024
Q1 		$186K Buy
387
+141
+57% +$64.5K 0.1% 118
2023
Q4 		$108K Buy
246
+2
+0.8% +$819 0.06% 127
2023
Q3 		$96.3K Buy
244
+1
+0.4% +$409 0.06% 119
2023
Q2 		$99.5K Buy
243
+13
+6% +$5.01K 0.06% 114
2023
Q1 		$86.7K Buy
+230
New +$84.3K 0.05% 115
2022
Q4 		– Sell
-210
Closed -$69K – 138
2022
Q3 		$69K Buy
210
+1
+0.5% +$365 0.05% 114
2022
Q2 		$73K Buy
209
+129
+161% +$48.6K 0.04% 122
2022
Q1 		$33K Hold
80
– – 0.02% 124
2021
Q4 		$35K Buy
+80
New +$33.8K 0.02% 125
2021
Q3 		– Sell
-79
Closed -$31K – 128
2021
Q2 		$31K Hold
79
– – 0.02% 117
2021
Q1 		$29K Buy
+79
New +$28K 0.02% 119

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Powell Investment Advisors's VOO Position: Q2 2026 in Review

Powell Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q2 2026, selling an estimated $22.7K and leaving 403 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #106.

Powell Investment Advisors first reported a position in VOO in Q1 2021 and has held it in 20 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Powell Investment Advisors held 403 shares of Vanguard S&P 500 ETF worth $277K as of Q2 2026.
  • Powell Investment Advisors sold 34 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $22.7K.
  • Vanguard S&P 500 ETF made up 0.09% of Powell Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • Powell Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 20 quarters since.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.