SWA
VOO icon

SOA Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

SOA Wealth 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 		$29.9M Sell
50,012
-3,044
-6% -$1.9M 5.64% 3
2025
Q4 		$33.3M Buy
53,056
+2
+0% +$1.24K 5.62% 3
2025
Q3 		$32.5M Buy
53,054
+1,369
+3% +$807K 5.57% 3
2025
Q2 		$29.4M Buy
51,685
+6,200
+14% +$3.26M 5.51% 3
2025
Q1 		$23.4M Sell
45,485
-8,116
-15% -$4.39M 4.88% 3
2024
Q4 		$28.9M Buy
53,601
+565
+1% +$306K 5.32% 3
2024
Q3 		$28M Buy
53,036
+1,235
+2% +$628K 5.34% 3
2024
Q2 		$25.9M Sell
51,801
-372
-0.7% -$179K 5.21% 3
2024
Q1 		$25.1M Buy
52,173
+521
+1% +$238K 5.19% 3
2023
Q4 		$22.6M Buy
51,652
+530
+1% +$217K 5.02% 3
2023
Q3 		$20.1M Buy
51,122
+342
+0.7% +$140K 4.99% 3
2023
Q2 		$20.7M Sell
50,780
-136
-0.3% -$52.5K 4.84% 3
2023
Q1 		$19.1M Buy
50,916
+606
+1% +$222K 4.72% 4
2022
Q4 		$17.7M Buy
50,310
+1,332
+3% +$471K 4.76% 4
2022
Q3 		$16.1M Buy
48,978
+1,628
+3% +$595K 4.84% 3
2022
Q2 		$16.4M Sell
47,350
-2,571
-5% -$969K 4.84% 3
2022
Q1 		$20.7M Buy
49,921
+852
+2% +$349K 5.05% 3
2021
Q4 		$21.5M Sell
49,069
-350
-0.7% -$148K 5.2% 2
2021
Q3 		$19.5M Sell
49,419
-377
-0.8% -$153K 4.99% 2
2021
Q2 		$19.6M Sell
49,796
-3,392
-6% -$1.3M 5.04% 3
2021
Q1 		$19.4M Sell
53,188
-296
-0.6% -$105K 5.42% 3
2020
Q4 		$19.2M Buy
+53,484
New +$17.4M 5.22% 3

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

SOA Wealth Advisors's VOO Position: Q1 2026 in Review

SOA Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 5.7% in Q1 2026, selling an estimated $1.9M and leaving 50,012 shares worth $29.9M. The position accounts for 5.64% of the portfolio, ranked #3.

SOA Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $33.3M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • SOA Wealth Advisors held 50,012 shares of Vanguard S&P 500 ETF worth $29.9M as of Q1 2026.
  • SOA Wealth Advisors sold 3,044 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.9M.
  • Vanguard S&P 500 ETF made up 5.64% of SOA Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • SOA Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Vanguard S&P 500 ETF position peaked at $33.3M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.