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

Sheaff Brock 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
2025
Q1 		$3.88M Buy
7,559
+499
+7% +$270K 0.36% 70
2024
Q4 		$3.8M Buy
7,060
+154
+2% +$83.4K 0.33% 69
2024
Q3 		$3.64M Buy
6,906
+122
+2% +$62K 0.32% 70
2024
Q2 		$3.39M Buy
6,784
+164
+2% +$78.9K 0.31% 71
2024
Q1 		$3.18M Buy
6,620
+249
+4% +$114K 0.2% 81
2023
Q4 		$2.78M Buy
6,371
+252
+4% +$103K 0.22% 79
2023
Q3 		$2.4M Buy
6,119
+250
+4% +$102K 0.22% 87
2023
Q2 		$2.39M Sell
5,869
-237
-4% -$91.4K 0.2% 91
2023
Q1 		$2.3M Buy
6,106
+603
+11% +$221K 0.21% 88
2022
Q4 		$1.93M Buy
5,503
+65
+1% +$23K 0.19% 89
2022
Q3 		$1.78M Buy
5,438
+2
+0% +$730 0.19% 93
2022
Q2 		$1.89M Buy
5,436
+749
+16% +$282K 0.16% 91
2022
Q1 		$1.95M Buy
4,687
+1,549
+49% +$634K 0.14% 101
2021
Q4 		$1.37M Buy
3,138
+379
+14% +$160K 0.09% 146
2021
Q3 		$1.09M Buy
2,759
+143
+5% +$58K 0.08% 167
2021
Q2 		$1.03M Sell
2,616
-1
-0% -$384 0.07% 170
2021
Q1 		$953K Sell
2,617
-25
-0.9% -$8.87K 0.08% 157
2020
Q4 		$908K Sell
2,642
-385
-13% -$126K 0.08% 154
2020
Q3 		$931K Buy
3,027
+193
+7% +$58.8K 0.09% 142
2020
Q2 		$803K Buy
2,834
+23
+0.8% +$6.19K 0.08% 154
2020
Q1 		$666K Buy
2,811
+637
+29% +$178K 0.09% 146
2019
Q4 		$643K Buy
2,174
+108
+5% +$30.6K 0.06% 210
2019
Q3 		$563K Buy
2,066
+386
+23% +$105K 0.06% 225
2019
Q2 		$452K Buy
1,680
+400
+31% +$106K 0.05% 255
2019
Q1 		$332K Sell
1,280
-694
-35% -$173K 0.04% 326
2018
Q4 		$454K Sell
1,974
-106
-5% -$26.3K 0.07% 240
2018
Q3 		$556K Buy
2,080
+102
+5% +$26.7K 0.05% 250
2018
Q2 		$493K Sell
1,978
-600
-23% -$149K 0.05% 259
2018
Q1 		$624K Buy
2,578
+123
+5% +$30.9K 0.06% 216
2017
Q4 		$602K Sell
2,455
-393
-14% -$93.9K 0.08% 227
2017
Q3 		$657K Buy
2,848
+1,005
+55% +$228K 0.09% 210
2017
Q2 		$409K Sell
1,843
-716
-28% -$158K 0.05% 312
2017
Q1 		$554K Sell
2,559
-339
-12% -$72.3K 0.07% 263
2016
Q4 		$595K Sell
2,898
-390
-12% -$78.3K 0.08% 257
2016
Q3 		$653K Buy
3,288
+1,006
+44% +$200K 0.09% 226
2016
Q2 		$439K Buy
2,282
+202
+10% +$38.5K 0.06% 299
2016
Q1 		$392K Sell
2,080
-1,311
-39% -$235K 0.05% 329
2015
Q4 		$634K Buy
+3,391
New +$638K 0.07% 273

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Sheaff Brock Investment Advisors's VOO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q1 2025, buying an estimated $270K and bringing the position to 7,559 shares worth $3.88M. The position accounts for 0.36% of the portfolio, ranked #70.

Sheaff Brock Investment Advisors first reported a position in VOO in Q4 2015 and has held it in 38 quarters since. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 7,559 shares of Vanguard S&P 500 ETF worth $3.88M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 499 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $270K.
  • Vanguard S&P 500 ETF made up 0.36% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #70 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 38 quarters since.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.