Stifel Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872M | Buy |
1,535,199
+56,118
| +4% | +$31.9M | 0.85% | 13 |
|
|
2025
Q1 | $760M | Buy |
1,479,081
+22,773
| +2% | +$11.7M | 0.81% | 17 |
|
|
2024
Q4 | $785M | Buy |
1,456,308
+216
| +0% | +$116K | 0.82% | 14 |
|
|
2024
Q3 | $768M | Buy |
1,456,092
+20,690
| +1% | +$10.9M | 0.81% | 15 |
|
|
2024
Q2 | $718M | Buy |
1,435,402
+19,886
| +1% | +$9.95M | 0.81% | 17 |
|
|
2024
Q1 | $680M | Buy |
1,415,516
+11,722
| +0.8% | +$5.63M | 0.78% | 19 |
|
|
2023
Q4 | $613M | Buy |
1,403,794
+42,455
| +3% | +$18.5M | 0.77% | 18 |
|
|
2023
Q3 | $535M | Sell |
1,361,339
-29,623
| -2% | -$11.6M | 0.75% | 19 |
|
|
2023
Q2 | $567M | Buy |
1,390,962
+2,884
| +0.2% | +$1.17M | 0.78% | 17 |
|
|
2023
Q1 | $522M | Sell |
1,388,078
-112,648
| -8% | -$42.4M | 0.75% | 22 |
|
|
2022
Q4 | $527M | Buy |
1,500,726
+50,584
| +3% | +$17.8M | 0.79% | 18 |
|
|
2022
Q3 | $476M | Buy |
1,450,142
+82,089
| +6% | +$27M | 0.78% | 17 |
|
|
2022
Q2 | $475M | Buy |
1,368,053
+4,004
| +0.3% | +$1.39M | 0.74% | 19 |
|
|
2022
Q1 | $566M | Sell |
1,364,049
-29,045
| -2% | -$12.1M | 0.77% | 18 |
|
|
2021
Q4 | $608M | Buy |
1,393,094
+61,619
| +5% | +$26.9M | 0.8% | 17 |
|
|
2021
Q3 | $525M | Sell |
1,331,475
-182,008
| -12% | -$71.8M | 0.77% | 18 |
|
|
2021
Q2 | $596M | Buy |
1,513,483
+37,776
| +3% | +$14.9M | 0.89% | 11 |
|
|
2021
Q1 | $538M | Buy |
1,475,707
+142,341
| +11% | +$51.9M | 0.89% | 12 |
|
|
2020
Q4 | $458M | Sell |
1,333,366
-75,472
| -5% | -$25.9M | 0.82% | 17 |
|
|
2020
Q3 | $433M | Sell |
1,408,838
-45,402
| -3% | -$14M | 0.89% | 14 |
|
|
2020
Q2 | $412M | Buy |
1,454,240
+270,669
| +23% | +$76.7M | 0.95% | 10 |
|
|
2020
Q1 | $280M | Sell |
1,183,571
-46,714
| -4% | -$11M | 0.77% | 20 |
|
|
2019
Q4 | $364M | Buy |
1,230,285
+55,588
| +5% | +$16.4M | 0.76% | 16 |
|
|
2019
Q3 | $320M | Buy |
1,174,697
+219,082
| +23% | +$59.7M | 0.82% | 12 |
|
|
2019
Q2 | $257M | Buy |
955,615
+18,933
| +2% | +$5.1M | 0.66% | 23 |
|
|
2019
Q1 | $244M | Buy |
936,682
+61,015
| +7% | +$15.9M | 0.69% | 21 |
|
|
2018
Q4 | $201M | Sell |
875,667
-56,968
| -6% | -$13.1M | 0.65% | 24 |
|
|
2018
Q3 | $249M | Sell |
932,635
-135,703
| -13% | -$36.3M | 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% | +$2.35M | 0.78% | 14 |
|
|
2017
Q4 | $247M | Buy |
1,009,882
+179,022
| +22% | +$43.9M | 0.78% | 12 |
|
|
2017
Q3 | $192M | Buy |
830,860
+53,364
| +7% | +$12.3M | 0.67% | 24 |
|
|
2017
Q2 | $173M | Buy |
777,496
+83,881
| +12% | +$18.6M | 0.64% | 24 |
|
|
2017
Q1 | $150M | Buy |
693,615
+27,780
| +4% | +$6.01M | 0.58% | 28 |
|
|
2016
Q4 | $137M | Buy |
665,835
+70,824
| +12% | +$14.5M | 0.58% | 25 |
|
|
2016
Q3 | $118M | Buy |
595,011
+97,775
| +20% | +$19.5M | 0.53% | 30 |
|
|
2016
Q2 | $95.6M | Buy |
497,236
+85,841
| +21% | +$16.5M | 0.44% | 43 |
|
|
2016
Q1 | $77.6M | Sell |
411,395
-25,514
| -6% | -$4.81M | 0.41% | 55 |
|
|
2015
Q4 | $81.7M | Buy |
436,909
+119,233
| +38% | +$22.3M | 0.43% | 49 |
|
|
2015
Q3 | $55.8M | Buy |
317,676
+10,510
| +3% | +$1.85M | 0.31% | 80 |
|
|
2015
Q2 | $58M | Buy |
307,166
+14,749
| +5% | +$2.78M | 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% | +$7.14M | 0.29% | 76 |
|
|
2014
Q3 | $43.1M | Buy |
238,748
+11,135
| +5% | +$2.01M | 0.38% | 43 |
|
|
2014
Q2 | $40.8M | Buy |
227,613
+10,468
| +5% | +$1.88M | 0.37% | 42 |
|
|
2014
Q1 | $37.2M | Buy |
+217,145
| New | +$37.2M | 0.36% | 47 |
|