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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Powell Investment Advisors's VOO Position: Q1 2026 in Review

Powell Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q1 2026, buying an estimated $11.9K and bringing the position to 437 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #113.

Powell Investment Advisors first reported a position in VOO in Q1 2021 and has held it in 19 quarters since. The position peaked at $262K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Powell Investment Advisors held 437 shares of Vanguard S&P 500 ETF worth $261K as of Q1 2026.
Powell Investment Advisors bought 19 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $11.9K.
Vanguard S&P 500 ETF made up 0.09% of Powell Investment Advisors's portfolio in Q1 2026, its #113 holding.
Powell Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 19 quarters since.
Powell Investment Advisors's Vanguard S&P 500 ETF position peaked at $262K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.