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Sowell Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Sowell Financial Services’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 		$20.1M Buy
29,290
+2,229
+8% +$1.49M 0.66% 22
2026
Q1 		$16.2M Buy
27,061
+4,022
+17% +$2.52M 0.6% 28
2025
Q4 		$14.4M Buy
23,039
+1,430
+7% +$889K 0.53% 33
2025
Q3 		$13.2M Sell
21,609
-435
-2% -$256K 0.51% 34
2025
Q2 		$12.5M Buy
22,044
+1,325
+6% +$696K 0.51% 34
2025
Q1 		$10.6M Buy
20,719
+2,624
+15% +$1.42M 0.48% 38
2024
Q4 		$9.75M Sell
18,095
-3,607
-17% -$1.95M 0.51% 42
2024
Q3 		$11.5M Sell
21,702
-2,956
-12% -$1.5M 0.53% 37
2024
Q2 		$12.4M Sell
24,658
-1,133
-4% -$545K 0.59% 33
2024
Q1 		$12.4M Sell
25,791
-1,241
-5% -$568K 0.58% 34
2023
Q4 		$11.8M Buy
27,032
+677
+3% +$277K 0.64% 29
2023
Q3 		$10.4M Buy
26,355
+941
+4% +$385K 0.65% 28
2023
Q2 		$10.4M Sell
25,414
-14,245
-36% -$5.5M 0.58% 34
2023
Q1 		$14.9M Sell
39,659
-9,152
-19% -$3.36M 1.15% 8
2022
Q4 		$17.1M Sell
48,811
-12,302
-20% -$4.35M 1.11% 10
2022
Q3 		$20.2M Buy
+61,113
New +$22.3M 2.03% 5
2022
Q2 		– Sell
-108,038
Closed -$24.1M – 336
2022
Q1 		$24.1M Sell
108,038
-28,271
-21% -$11.6M 4.21% 4
2021
Q4 		$59.5M Buy
136,309
+14,072
+12% +$5.94M 3.41% 3
2021
Q3 		$48.5M Buy
122,237
+24,941
+26% +$10.1M 3.27% 1
2021
Q2 		$38.4M Sell
97,296
-96,284
-50% -$37M 2.55% 6
2021
Q1 		$74.6M Sell
193,580
-3,518
-2% -$1.25M 2.6% 1
2020
Q4 		$67.7M Buy
197,098
+14,520
+8% +$4.73M 2.89% 2
2020
Q3 		$56.2M Buy
182,578
+69,144
+61% +$21.1M 2.81% 2
2020
Q2 		$32.1M Buy
113,434
+43,269
+62% +$11.6M 1.77% 7
2020
Q1 		$16.6M Buy
70,165
+43,727
+165% +$12.3M 1.23% 9
2019
Q4 		$7.82M Sell
26,438
-4,440
-14% -$1.26M 0.6% 29
2019
Q3 		$8.42M Buy
+30,878
New +$8.38M 0.7% 31
2019
Q1 		$3.54M Buy
13,620
+10,750
+375% +$2.69M 0.39% 53
2018
Q4 		$660K Sell
2,870
-55,673
-95% -$13.8M 0.09% 224
2018
Q3 		$8.17M Buy
+58,543
New +$15.3M 1.19% 10

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

Sowell Financial Services's VOO Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 8.2% in Q2 2026, buying an estimated $1.49M and bringing the position to 29,290 shares worth $20.1M. The position accounts for 0.66% of the portfolio, ranked #22.

Sowell Financial Services first reported a position in VOO in Q3 2018 and has held it in 30 quarters since. The position peaked at $74.6M in Q1 2021. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sowell Financial Services held 29,290 shares of Vanguard S&P 500 ETF worth $20.1M as of Q2 2026.
  • Sowell Financial Services bought 2,229 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.49M.
  • Vanguard S&P 500 ETF made up 0.66% of Sowell Financial Services's portfolio in Q2 2026, its #22 holding.
  • Sowell Financial Services first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 30 quarters since.
  • Sowell Financial Services's Vanguard S&P 500 ETF position peaked at $74.6M in Q1 2021.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.