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Souders Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Souders Financial 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
Q2 		$40.7M Sell
59,215
-30,424
-34% -$20.3M 4.09% 5
2026
Q1 		$53.6M Sell
89,639
-2,973
-3% -$1.86M 6.11% 2
2025
Q4 		$58.1M Sell
92,612
-781
-0.8% -$485K 6.65% 2
2025
Q3 		$57.2M Sell
93,393
-1,280
-1% -$754K 6.8% 2
2025
Q2 		$53.8M Buy
94,673
+3,394
+4% +$1.78M 6.84% 2
2025
Q1 		$46.9M Sell
91,279
-5,966
-6% -$3.23M 6.55% 2
2024
Q4 		$52.4M Buy
97,245
+2,183
+2% +$1.18M 7.32% 2
2024
Q3 		$50.2M Buy
95,062
+23,241
+32% +$11.8M 6.99% 2
2024
Q2 		$35.9M Buy
71,821
+1,303
+2% +$627K 5.42% 2
2024
Q1 		$33.9M Sell
70,518
-1,349
-2% -$617K 5.35% 2
2023
Q4 		$31.4M Buy
71,867
+832
+1% +$341K 5.37% 2
2023
Q3 		$27.9M Sell
71,035
-2,743
-4% -$1.12M 5.36% 2
2023
Q2 		$30M Sell
73,778
-619
-0.8% -$239K 5.74% 2
2023
Q1 		$28M Buy
74,397
+4,286
+6% +$1.57M 5.94% 1
2022
Q4 		$24.6M Buy
70,111
+3,699
+6% +$1.31M 5.63% 2
2022
Q3 		$21.8M Buy
66,412
+2,300
+4% +$840K 5.92% 1
2022
Q2 		$22.2M Buy
64,112
+4,127
+7% +$1.55M 6.39% 2
2022
Q1 		$24.9M Buy
59,985
+2,500
+4% +$1.02M 7.2% 2
2021
Q4 		$25.1M Buy
57,485
+2,963
+5% +$1.25M 7.21% 1
2021
Q3 		$21.5M Buy
54,522
+2,180
+4% +$884K 6.93% 2
2021
Q2 		$20.6M Buy
52,342
+770
+1% +$296K 6.94% 2
2021
Q1 		$18.8M Buy
51,572
+2,412
+5% +$855K 7.36% 2
2020
Q4 		$16.9M Buy
49,160
+1,081
+2% +$352K 7.36% 1
2020
Q3 		$15.6M Buy
48,079
+7,494
+18% +$2.28M 7.39% 1
2020
Q2 		$11.5M Buy
40,585
+9,088
+29% +$2.45M 6.58% 1
2020
Q1 		$7.46M Buy
+31,497
New +$8.82M 6.59% 3

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Souders Financial Advisors's VOO Position: Q2 2026 in Review

Souders Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 34% in Q2 2026, selling an estimated $20.3M and leaving 59,215 shares worth $40.7M. The position accounts for 4.09% of the portfolio, ranked #5.

Souders Financial Advisors first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. The position peaked at $58.1M in Q4 2025. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Souders Financial Advisors held 59,215 shares of Vanguard S&P 500 ETF worth $40.7M as of Q2 2026.
  • Souders Financial Advisors sold 30,424 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $20.3M.
  • Vanguard S&P 500 ETF made up 4.09% of Souders Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Souders Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's Vanguard S&P 500 ETF position peaked at $58.1M in Q4 2025.
  • 4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.