SeaCrest Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

SeaCrest Wealth Management’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	$10.1M	Sell	14,751 -1,935	-12%	-$1.29M	1.12%	10
2026 Q1	$9.97M	Buy	16,686 +801	+5%	+$501K	1.07%	13
2025 Q4	$10.1M	Buy	15,885 +525	+3%	+$326K	1.02%	14
2025 Q3	$9.5M	Buy	15,360 +421	+3%	+$248K	1%	15
2025 Q2	$8.49M	Buy	14,939 +630	+4%	+$331K	0.92%	17
2025 Q1	$7.35M	Buy	14,309 +450	+3%	+$243K	0.83%	18
2024 Q4	$7.47M	Buy	13,859 +693	+5%	+$375K	0.79%	18
2024 Q3	$6.95M	Buy	13,166 +963	+8%	+$489K	0.75%	17
2024 Q2	$6.1M	Buy	12,203 +2,489	+26%	+$1.2M	0.69%	18
2024 Q1	$4.67M	Buy	9,714 +478	+5%	+$219K	0.57%	26
2023 Q4	$3.97M	Buy	9,236 +754	+9%	+$309K	0.49%	35
2023 Q3	$3.33M	Buy	8,482 +173	+2%	+$70.7K	0.43%	42
2023 Q2	$3.38M	Buy	8,309 +930	+13%	+$359K	0.43%	39
2023 Q1	$2.77M	Buy	7,379 +473	+7%	+$173K	0.38%	48
2022 Q4	$2.43M	Buy	6,906 +653	+10%	+$231K	0.35%	55
2022 Q3	$2.05M	Buy	6,253 +222	+4%	+$81.1K	0.31%	59
2022 Q2	$2.09M	Sell	6,031 -115	-2%	-$43.3K	0.26%	65
2022 Q1	$2.55M	Buy	6,146 +859	+16%	+$352K	0.29%	58
2021 Q4	$2.31M	Buy	5,287 +548	+12%	+$231K	0.25%	73
2021 Q3	$1.87M	Buy	4,739 +25	+0.5%	+$10.1K	0.23%	88
2021 Q2	$1.85M	Buy	4,714 +6	+0.1%	+$2.3K	0.22%	91
2021 Q1	$1.72M	Sell	4,708 -118	-2%	-$41.8K	0.23%	93
2020 Q4	$1.66M	Buy	4,826 +41	+0.9%	+$13.4K	0.23%	91
2020 Q3	$1.47M	Sell	4,785 -86	-2%	-$26.2K	0.24%	93
2020 Q2	$1.38M	Buy	4,871 +153	+3%	+$41.2K	0.24%	92
2020 Q1	$1.12M	Buy	4,718 +1,581	+50%	+$443K	0.24%	93
2019 Q4	$928K	Buy	3,137 +148	+5%	+$41.9K	0.16%	154
2019 Q3	$815K	Buy	2,989 +553	+23%	+$150K	0.15%	163
2019 Q2	$656K	Buy	2,436 +170	+8%	+$45K	0.13%	184
2019 Q1	$588K	Sell	2,266 -7	-0.3%	-$1.75K	0.1%	203
2018 Q4	$522K	Sell	2,273 -299	-12%	-$74.1K	0.11%	198
2018 Q3	$687K	Sell	2,572 -37	-1%	-$9.68K	0.12%	181
2018 Q2	$651K	Buy	2,609 +268	+11%	+$66.5K	0.12%	186
2018 Q1	$567K	Buy	2,341 +38	+2%	+$9.53K	0.1%	210
2017 Q4	$565K	Buy	+2,303	New	+$550K	0.1%	210

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SeaCrest Wealth Management's VOO Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, selling an estimated $1.29M and leaving 14,751 shares worth $10.1M. The position accounts for 1.12% of the portfolio, ranked #10.

SeaCrest Wealth Management first reported a position in VOO in Q4 2017 and has held it in 35 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SeaCrest Wealth Management held 14,751 shares of Vanguard S&P 500 ETF worth $10.1M as of Q2 2026.
SeaCrest Wealth Management sold 1,935 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.29M.
Vanguard S&P 500 ETF made up 1.12% of SeaCrest Wealth Management's portfolio in Q2 2026, its #10 holding.
SeaCrest Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.