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Sovereign Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Sovereign Financial Group’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 		$7M Sell
10,194
-57
-0.6% -$38K 1.07% 20
2026
Q1 		$6.13M Sell
10,251
-167
-2% -$104K 1.06% 20
2025
Q4 		$6.53M Sell
10,418
-29
-0.3% -$18K 1.13% 20
2025
Q3 		$6.4M Buy
10,447
+1,126
+12% +$664K 1.2% 19
2025
Q2 		$5.29M Buy
9,321
+1,638
+21% +$861K 1.09% 21
2025
Q1 		$3.95M Sell
7,683
-299
-4% -$162K 0.91% 23
2024
Q4 		$4.3M Buy
7,982
+144
+2% +$78K 0.99% 20
2024
Q3 		$4.14M Buy
7,838
+37
+0.5% +$18.8K 0.97% 21
2024
Q2 		$3.9M Sell
7,801
-917
-11% -$441K 0.97% 18
2024
Q1 		$4.19M Sell
8,718
-612
-7% -$280K 1.11% 18
2023
Q4 		$4.08M Sell
9,330
-823
-8% -$337K 1.24% 17
2023
Q3 		$3.99M Sell
10,153
-698
-6% -$285K 1.42% 15
2023
Q2 		$4.42M Buy
10,851
+395
+4% +$152K 1.44% 15
2023
Q1 		$3.93M Sell
10,456
-1,029
-9% -$377K 1.46% 13
2022
Q4 		$4.04M Sell
11,485
-2,749
-19% -$971K 1.59% 13
2022
Q3 		$4.67M Sell
14,234
-1,104
-7% -$403K 1.9% 12
2022
Q2 		$5.32M Sell
15,338
-594
-4% -$224K 2.1% 11
2022
Q1 		$6.62M Sell
15,932
-507
-3% -$208K 2.45% 5
2021
Q4 		$7.18M Buy
16,439
+15,858
+2,729% +$6.69M 2.88% 4
2021
Q3 		$229K Sell
581
-54
-9% -$21.9K 0.13% 148
2021
Q2 		$231K Hold
635
– – 0.14% 145
2021
Q1 		$231K Buy
635
+44
+7% +$15.6K 0.14% 145
2020
Q4 		$203K Buy
+591
New +$193K 0.15% 128

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

Sovereign Financial Group's VOO Position: Q2 2026 in Review

Sovereign Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.56% in Q2 2026, selling an estimated $38K and leaving 10,194 shares worth $7M. The position accounts for 1.07% of the portfolio, ranked #20.

Sovereign Financial Group first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.18M in Q4 2021. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sovereign Financial Group held 10,194 shares of Vanguard S&P 500 ETF worth $7M as of Q2 2026.
  • Sovereign Financial Group sold 57 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $38K.
  • Vanguard S&P 500 ETF made up 1.07% of Sovereign Financial Group's portfolio in Q2 2026, its #20 holding.
  • Sovereign Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Vanguard S&P 500 ETF position peaked at $7.18M in Q4 2021.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.