Stifel Financial
VOO icon

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

Stifel Financial’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 		$945M Buy
1,582,234
+20,975
+1% +$13.1M 0.87% 16
2025
Q4 		$979M Sell
1,561,259
-6,132
-0.4% -$3.81M 0.88% 15
2025
Q3 		$960M Buy
1,567,391
+32,192
+2% +$19M 0.88% 13
2025
Q2 		$872M Buy
1,535,199
+56,118
+4% +$29.5M 0.85% 13
2025
Q1 		$760M Buy
1,479,081
+22,773
+2% +$12.3M 0.81% 17
2024
Q4 		$785M Buy
1,456,308
+216
+0% +$117K 0.82% 14
2024
Q3 		$768M Buy
1,456,092
+20,690
+1% +$10.5M 0.81% 15
2024
Q2 		$718M Buy
1,435,402
+19,886
+1% +$9.57M 0.81% 17
2024
Q1 		$680M Buy
1,415,516
+11,722
+0.8% +$5.36M 0.78% 19
2023
Q4 		$613M Buy
1,403,794
+42,455
+3% +$17.4M 0.77% 18
2023
Q3 		$535M Sell
1,361,339
-29,623
-2% -$12.1M 0.75% 19
2023
Q2 		$567M Buy
1,390,962
+2,884
+0.2% +$1.11M 0.78% 17
2023
Q1 		$522M Sell
1,388,078
-112,648
-8% -$41.3M 0.75% 22
2022
Q4 		$527M Buy
1,500,726
+50,584
+3% +$17.9M 0.79% 18
2022
Q3 		$476M Buy
1,450,142
+82,089
+6% +$30M 0.78% 17
2022
Q2 		$475M Buy
1,368,053
+4,004
+0.3% +$1.51M 0.74% 19
2022
Q1 		$566M Sell
1,364,049
-29,045
-2% -$11.9M 0.77% 18
2021
Q4 		$608M Buy
1,393,094
+61,619
+5% +$26M 0.8% 17
2021
Q3 		$525M Sell
1,331,475
-182,008
-12% -$73.8M 0.77% 18
2021
Q2 		$596M Buy
1,513,483
+37,776
+3% +$14.5M 0.89% 11
2021
Q1 		$538M Buy
1,475,707
+142,341
+11% +$50.5M 0.89% 12
2020
Q4 		$458M Sell
1,333,366
-75,472
-5% -$24.6M 0.82% 17
2020
Q3 		$433M Sell
1,408,838
-45,402
-3% -$13.8M 0.89% 14
2020
Q2 		$412M Buy
1,454,240
+270,669
+23% +$72.9M 0.95% 10
2020
Q1 		$280M Sell
1,183,571
-46,714
-4% -$13.1M 0.77% 20
2019
Q4 		$364M Buy
1,230,285
+55,588
+5% +$15.7M 0.76% 16
2019
Q3 		$320M Buy
1,174,697
+219,082
+23% +$59.5M 0.82% 12
2019
Q2 		$257M Buy
955,615
+18,933
+2% +$5.01M 0.66% 23
2019
Q1 		$244M Buy
936,682
+61,015
+7% +$15.2M 0.69% 21
2018
Q4 		$201M Sell
875,667
-56,968
-6% -$14.1M 0.65% 24
2018
Q3 		$249M Sell
932,635
-135,703
-13% -$35.5M 0.71% 20
2018
Q2 		$265M Buy
1,068,338
+48,749
+5% +$12.1M 0.81% 14
2018
Q1 		$247M Buy
1,019,589
+9,707
+1% +$2.44M 0.78% 14
2017
Q4 		$247M Buy
1,009,882
+179,022
+22% +$42.8M 0.78% 12
2017
Q3 		$192M Buy
830,860
+53,364
+7% +$12.1M 0.67% 24
2017
Q2 		$173M Buy
777,496
+83,881
+12% +$18.5M 0.64% 24
2017
Q1 		$150M Buy
693,615
+27,780
+4% +$5.93M 0.58% 28
2016
Q4 		$137M Buy
665,835
+70,824
+12% +$14.2M 0.58% 25
2016
Q3 		$118M Buy
595,011
+97,775
+20% +$19.4M 0.53% 30
2016
Q2 		$95.6M Buy
497,236
+85,841
+21% +$16.3M 0.44% 43
2016
Q1 		$77.6M Sell
411,395
-25,514
-6% -$4.57M 0.41% 55
2015
Q4 		$81.7M Buy
436,909
+119,233
+38% +$22.4M 0.43% 49
2015
Q3 		$55.8M Buy
317,676
+10,510
+3% +$1.95M 0.31% 80
2015
Q2 		$58M Buy
307,166
+14,749
+5% +$2.84M 0.3% 79
2015
Q1 		$55.3M Buy
292,417
+15,783
+6% +$2.99M 0.3% 70
2014
Q4 		$52.1M Buy
276,634
+37,886
+16% +$6.98M 0.29% 76
2014
Q3 		$43.1M Buy
238,748
+11,135
+5% +$2.02M 0.38% 43
2014
Q2 		$40.8M Buy
227,613
+10,468
+5% +$1.82M 0.37% 42
2014
Q1 		$37.2M Buy
+217,145
New +$36.5M 0.36% 47

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

Stifel Financial's VOO Position: Q1 2026 in Review

Stifel Financial increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q1 2026, buying an estimated $13.1M and bringing the position to 1,582,234 shares worth $945M. The position accounts for 0.87% of the portfolio, ranked #16.

Stifel Financial first reported a position in VOO in Q1 2014 and has held it in 49 quarters since. The position peaked at $979M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Stifel Financial held 1,582,234 shares of Vanguard S&P 500 ETF worth $945M as of Q1 2026.
  • Stifel Financial bought 20,975 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $13.1M.
  • Vanguard S&P 500 ETF made up 0.87% of Stifel Financial's portfolio in Q1 2026, its #16 holding.
  • Stifel Financial first reported a position in Vanguard S&P 500 ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Vanguard S&P 500 ETF position peaked at $979M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.