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Sound Income Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Sound Income Strategies’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 		$9.13M Sell
13,294
-50
-0.4% -$33.3K 0.41% 81
2026
Q1 		$8.04M Sell
13,344
-199
-1% -$124K 0.39% 79
2025
Q4 		$8.61M Buy
13,543
+5,427
+67% +$3.37M 0.41% 75
2025
Q3 		$5.01M Sell
8,116
-1,586
-16% -$935K 0.27% 97
2025
Q2 		$5.51M Sell
9,702
-1,506
-13% -$791K 0.32% 81
2025
Q1 		$5.76M Buy
11,208
+4,362
+64% +$2.36M 0.34% 78
2024
Q4 		$3.69M Buy
6,846
+660
+11% +$357K 0.23% 98
2024
Q3 		$3.26M Buy
6,186
+1,916
+45% +$974K 0.21% 98
2024
Q2 		$2.14M Buy
4,270
+104
+2% +$50K 0.13% 113
2024
Q1 		$2M Buy
4,166
+855
+26% +$391K 0.15% 103
2023
Q4 		$1.45M Buy
3,311
+814
+33% +$333K 0.12% 105
2023
Q3 		$980K Buy
2,497
+819
+49% +$335K 0.08% 103
2023
Q2 		$684K Buy
1,678
+58
+4% +$22.4K 0.07% 105
2023
Q1 		$609K Buy
1,620
+226
+16% +$82.9K 0.07% 108
2022
Q4 		$490K Sell
1,394
-56
-4% -$19.8K 0.06% 103
2022
Q3 		$476K Sell
1,450
-492
-25% -$180K 0.07% 97
2022
Q2 		$674K Sell
1,942
-195
-9% -$73.5K 0.09% 93
2022
Q1 		$887K Buy
2,137
+264
+14% +$108K 0.1% 90
2021
Q4 		$818K Buy
1,873
+169
+10% +$71.3K 0.1% 95
2021
Q3 		$672K Sell
1,704
-19
-1% -$7.71K 0.09% 102
2021
Q2 		$678K Buy
1,723
+1,326
+334% +$509K 0.1% 101
2021
Q1 		$145K Buy
397
+260
+190% +$92.2K 0.02% 144
2020
Q4 		$47K Hold
137
– – 0.01% 215
2020
Q3 		$42K Hold
137
– – 0.01% 201
2020
Q2 		$39K Hold
137
– – 0.01% 188
2020
Q1 		$32K Buy
137
+53
+63% +$14.8K 0.01% 182
2019
Q4 		$25K Buy
84
+37
+79% +$10.5K 0.01% 213
2019
Q3 		$13K Hold
47
– – ﹤0.01% 277
2019
Q2 		$13K Hold
47
– – ﹤0.01% 296
2019
Q1 		$12K Buy
+47
New +$11.7K 0.01% 309
2018
Q2 		– Sell
-228
Closed -$55K – 798
2018
Q1 		$55K Buy
+228
New +$57.2K 0.04% 109

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Sound Income Strategies's VOO Position: Q2 2026 in Review

Sound Income Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 0.37% in Q2 2026, selling an estimated $33.3K and leaving 13,294 shares worth $9.13M. The position accounts for 0.41% of the portfolio, ranked #81.

Sound Income Strategies first reported a position in VOO in Q1 2018 and has held it in 31 quarters since. 1,928 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sound Income Strategies held 13,294 shares of Vanguard S&P 500 ETF worth $9.13M as of Q2 2026.
  • Sound Income Strategies sold 50 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $33.3K.
  • Vanguard S&P 500 ETF made up 0.41% of Sound Income Strategies's portfolio in Q2 2026, its #81 holding.
  • Sound Income Strategies first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 31 quarters since.
  • 1,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.