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Steward Partners Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Steward Partners Investment Advisory’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 		$268M Sell
447,787
-41,383
-8% -$25.9M 1.36% 12
2025
Q4 		$307M Buy
489,170
+20,584
+4% +$12.8M 1.68% 9
2025
Q3 		$287M Buy
468,586
+32,878
+8% +$19.4M 1.64% 10
2025
Q2 		$247M Buy
435,708
+12,327
+3% +$6.48M 1.93% 6
2025
Q1 		$218M Sell
423,381
-36,370
-8% -$19.7M 1.92% 6
2024
Q4 		$248M Buy
459,751
+43,399
+10% +$23.5M 2.2% 5
2024
Q3 		$220M Buy
416,352
+55,162
+15% +$28M 2.03% 4
2024
Q2 		$181M Buy
361,190
+30,244
+9% +$14.6M 1.9% 6
2024
Q1 		$159M Buy
330,946
+60,240
+22% +$27.6M 1.75% 6
2023
Q4 		$118M Buy
270,706
+40,351
+18% +$16.5M 1.6% 6
2023
Q3 		$90.5M Buy
230,355
+4,763
+2% +$1.95M 1.39% 6
2023
Q2 		$91.9M Buy
225,592
+4,242
+2% +$1.64M 1.38% 6
2023
Q1 		$83.2M Sell
221,350
-5,661
-2% -$2.08M 1.33% 5
2022
Q4 		$79.8M Sell
227,011
-6,115
-3% -$2.16M 1.36% 4
2022
Q3 		$76.5M Buy
233,126
+22,400
+11% +$8.18M 1.43% 6
2022
Q2 		$73.1M Buy
210,726
+7,684
+4% +$2.89M 1.34% 6
2022
Q1 		$84.3M Buy
203,042
+38,265
+23% +$15.7M 1.3% 7
2021
Q4 		$71.9M Buy
164,777
+4,512
+3% +$1.9M 1.09% 8
2021
Q3 		$63.2M Buy
160,265
+1,396
+0.9% +$566K 1.09% 9
2021
Q2 		$62.5M Sell
158,869
-16,124
-9% -$6.19M 1.06% 8
2021
Q1 		$63.7M Buy
174,993
+20,749
+13% +$7.36M 1.12% 8
2020
Q4 		$53M Buy
154,244
+4,548
+3% +$1.48M 1.15% 9
2020
Q3 		$46.1M Buy
149,696
+14,722
+11% +$4.48M 1.16% 7
2020
Q2 		$38.3M Buy
134,974
+1,214
+0.9% +$327K 1.09% 10
2020
Q1 		$31.7M Buy
133,760
+16,698
+14% +$4.68M 1.16% 9
2019
Q4 		$34.6M Buy
117,062
+5,666
+5% +$1.6M 1.02% 12
2019
Q3 		$30.4M Buy
111,396
+9,980
+10% +$2.71M 1.02% 13
2019
Q2 		$27.3M Buy
101,416
+5,073
+5% +$1.34M 1% 14
2019
Q1 		$25M Buy
96,343
+5,589
+6% +$1.4M 1.06% 15
2018
Q4 		$20.9M Buy
90,754
+20,775
+30% +$5.15M 1.02% 14
2018
Q3 		$18.7M Buy
69,979
+8,534
+14% +$2.23M 0.89% 17
2018
Q2 		$15.3M Buy
61,445
+9,359
+18% +$2.32M 0.92% 15
2018
Q1 		$12.6M Buy
52,086
+3,775
+8% +$947K 0.86% 17
2017
Q4 		$11.8M Buy
48,311
+1,228
+3% +$293K 0.91% 18
2017
Q3 		$10.9M Buy
47,083
+2,661
+6% +$603K 1.11% 16
2017
Q2 		$9.86M Buy
44,422
+4,825
+12% +$1.06M 1.11% 13
2017
Q1 		$8.57M Buy
39,597
+34,436
+667% +$7.35M 1.3% 11
2016
Q4 		$1.06M Buy
+5,161
New +$1.04M 0.48% 43

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

Steward Partners Investment Advisory's VOO Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q1 2026, selling an estimated $25.9M and leaving 447,787 shares worth $268M. The position accounts for 1.36% of the portfolio, ranked #12.

Steward Partners Investment Advisory first reported a position in VOO in Q4 2016 and has held it in 38 quarters since. The position peaked at $307M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Steward Partners Investment Advisory held 447,787 shares of Vanguard S&P 500 ETF worth $268M as of Q1 2026.
  • Steward Partners Investment Advisory sold 41,383 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $25.9M.
  • Vanguard S&P 500 ETF made up 1.36% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #12 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Vanguard S&P 500 ETF position peaked at $307M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.