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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
Q3 		$6M Sell
8,557
-112
-1% -$78.2K 1.03% 22
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Southland Equity Partners's VOO Position: Q3 2026 in Review

Southland Equity Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q3 2026, selling an estimated $78.2K and leaving 8,557 shares worth $6M. The position accounts for 1.03% of the portfolio, ranked #22.

Southland Equity Partners first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. The position peaked at $16M in Q1 2024. 565 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Southland Equity Partners held 8,557 shares of Vanguard S&P 500 ETF worth $6M as of Q3 2026.
  • Southland Equity Partners sold 112 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $78.2K.
  • Vanguard S&P 500 ETF made up 1.03% of Southland Equity Partners's portfolio in Q3 2026, its #22 holding.
  • Southland Equity Partners first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • Southland Equity Partners's Vanguard S&P 500 ETF position peaked at $16M in Q1 2024.
  • 565 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.