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Southland Equity Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Southland Equity Partners’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 		$5.95M Buy
8,669
+670
+8% +$447K 1.04% 21
2026
Q1 		$4.78M Buy
7,999
+293
+4% +$183K 0.93% 24
2025
Q4 		$4.83M Buy
7,706
+263
+4% +$163K 0.95% 24
2025
Q3 		$4.56M Sell
7,443
-330
-4% -$195K 0.92% 24
2025
Q2 		$4.42M Sell
7,773
-59
-0.8% -$31K 0.97% 24
2025
Q1 		$4.02M Buy
7,832
+18
+0.2% +$9.73K 0.94% 24
2024
Q4 		$4.21M Buy
7,814
+1,388
+22% +$752K 0.98% 24
2024
Q3 		$3.39M Sell
6,426
-218
-3% -$111K 0.82% 28
2024
Q2 		$3.32M Sell
6,644
-26,708
-80% -$12.9M 0.95% 26
2024
Q1 		$16M Buy
33,352
+803
+2% +$368K 4.5% 5
2023
Q4 		$14.2M Sell
32,549
-484
-1% -$198K 4.44% 6
2023
Q3 		$13M Buy
33,033
+909
+3% +$372K 4.46% 6
2023
Q2 		$13.1M Buy
32,124
+2,192
+7% +$846K 4.41% 6
2023
Q1 		$11.3M Buy
29,932
+301
+1% +$110K 4.42% 5
2022
Q4 		$10.4M Buy
29,631
+51
+0.2% +$18K 4.01% 5
2022
Q3 		$9.71M Sell
29,580
-2,204
-7% -$805K 4.77% 4
2022
Q2 		$11M Sell
31,784
-1,536
-5% -$579K 5.03% 4
2022
Q1 		$13.8M Buy
33,320
+2,910
+10% +$1.19M 5.75% 4
2021
Q4 		$13.3M Buy
30,410
+3,358
+12% +$1.42M 5.44% 4
2021
Q3 		$10.7M Buy
27,052
+892
+3% +$362K 4.9% 4
2021
Q2 		$10.3M Buy
26,160
+5,064
+24% +$1.94M 4.86% 4
2021
Q1 		$7.69M Buy
21,096
+2,131
+11% +$756K 4.36% 4
2020
Q4 		$6.52M Buy
+18,965
New +$6.18M 4.39% 4

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

Southland Equity Partners's VOO Position: Q2 2026 in Review

Southland Equity Partners increased its Vanguard S&P 500 ETF (VOO) stake by 8.4% in Q2 2026, buying an estimated $447K and bringing the position to 8,669 shares worth $5.95M. The position accounts for 1.04% of the portfolio, ranked #21.

Southland Equity Partners first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $16M in Q1 2024. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Southland Equity Partners held 8,669 shares of Vanguard S&P 500 ETF worth $5.95M as of Q2 2026.
  • Southland Equity Partners bought 670 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $447K.
  • Vanguard S&P 500 ETF made up 1.04% of Southland Equity Partners's portfolio in Q2 2026, its #21 holding.
  • Southland Equity Partners first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's Vanguard S&P 500 ETF position peaked at $16M in Q1 2024.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.