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SRH Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

SRH Advisors’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
Q1 		$3.03M Hold
5,074
– – 0.87% 12
2025
Q4 		$3.18M Sell
5,074
-47
-0.9% -$29.2K 0.92% 12
2025
Q3 		$3.14M Hold
5,121
– – 0.92% 12
2025
Q2 		$2.91M Sell
5,121
-3,875
-43% -$2.04M 0.88% 11
2025
Q1 		$4.62M Buy
8,996
+18
+0.2% +$9.73K 1.43% 9
2024
Q4 		$4.84M Hold
8,978
– – 1.44% 7
2024
Q3 		$4.74M Hold
8,978
– – 1.44% 9
2024
Q2 		$4.49M Hold
8,978
– – 1.5% 8
2024
Q1 		$4.32M Sell
8,978
-5
-0.1% -$2.29K 1.37% 9
2023
Q4 		$3.92M Sell
8,983
-4
-0% -$1.64K 1.37% 8
2023
Q3 		$3.53M Buy
8,987
+704
+8% +$288K 1.72% 7
2023
Q2 		$3.11M Hold
8,283
– – 1.66% 7
2023
Q1 		$3.12M Sell
8,283
-147
-2% -$53.9K 1.66% 7
2022
Q4 		$2.96M Buy
8,430
+1,128
+15% +$398K 1.64% 7
2022
Q3 		$2.4M Buy
7,302
+4,375
+149% +$1.6M 3.12% 8
2022
Q2 		$1.01M Buy
2,927
+255
+10% +$96.1K 1.25% 21
2022
Q1 		$1.11M Buy
2,672
+75
+3% +$30.7K 1.23% 21
2021
Q4 		$1.13M Sell
2,597
-193
-7% -$81.5K 1.29% 21
2021
Q3 		$1.1M Buy
2,790
+130
+5% +$52.7K 1.34% 22
2021
Q2 		$1.05M Buy
2,660
+65
+3% +$25K 1.3% 21
2021
Q1 		$945K Buy
2,595
+145
+6% +$51.4K 1.34% 20
2020
Q4 		$842K Hold
2,450
– – 1.39% 17
2020
Q3 		$754K Hold
2,450
– – 1.45% 16
2020
Q2 		$694K Sell
2,450
-5
-0.2% -$1.35K 1.73% 16
2020
Q1 		$581K Buy
2,455
+2,412
+5,609% +$676K 1.62% 16
2019
Q4 		$13K Buy
+43
New +$12.2K 0.04% 152

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

SRH Advisors's VOO Position: Q1 2026 in Review

SRH Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 5,074 shares worth $3.03M. The position accounts for 0.87% of the portfolio, ranked #12.

SRH Advisors first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.84M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • SRH Advisors held 5,074 shares of Vanguard S&P 500 ETF worth $3.03M as of Q1 2026.
  • SRH Advisors left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.87% of SRH Advisors's portfolio in Q1 2026, its #12 holding.
  • SRH Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • SRH Advisors's Vanguard S&P 500 ETF position peaked at $4.84M in Q4 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.