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

Sheets Smith 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	$49.9M	Sell	72,716 -1,632	-2%	-$1.09M	4.99%	1
2026 Q1	$44.4M	Sell	74,348 -293	-0.4%	-$183K	5%	1
2025 Q4	$46.8M	Buy	74,641 +3,523	+5%	+$2.19M	5.14%	1
2025 Q3	$43.6M	Buy	71,118 +1,901	+3%	+$1.12M	4.93%	1
2025 Q2	$39.3M	Buy	69,217 +2,278	+3%	+$1.2M	4.6%	1
2025 Q1	$34.4M	Buy	66,939 +3,201	+5%	+$1.73M	4.27%	1
2024 Q4	$34.3M	Buy	63,738 +4,468	+8%	+$2.42M	4.19%	1
2024 Q3	$31.3M	Sell	59,270 -32,172	-35%	-$16.4M	3.83%	1
2024 Q2	$45.7M	Buy	91,442 +434	+0.5%	+$209K	5.47%	1
2024 Q1	$43.7M	Buy	+91,008	New	+$41.7M	4.9%	1
2023 Q4	–	Sell	-225	Closed	-$88.2K	–	500
2023 Q3	$88.2K	Buy	+225	New	+$92K	0.01%	360

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

Sheets Smith Wealth Management's VOO Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $1.09M and leaving 72,716 shares worth $49.9M. The position accounts for 4.99% of the portfolio, ranked #1.

Sheets Smith Wealth Management first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sheets Smith Wealth Management held 72,716 shares of Vanguard S&P 500 ETF worth $49.9M as of Q2 2026.
Sheets Smith Wealth Management sold 1,632 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.09M.
Vanguard S&P 500 ETF made up 4.99% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #1 holding.
Sheets Smith Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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