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

Stratos Wealth 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
Q2 		$16.7M Buy
24,342
+8,422
+53% +$5.61M 0.92% 19
2026
Q1 		$9.51M Sell
15,920
-42,880
-73% -$26.8M 0.58% 43
2025
Q4 		$36.9M Buy
58,800
+2,191
+4% +$1.36M 1.78% 5
2025
Q3 		$34.7M Buy
56,609
+5,326
+10% +$3.14M 1.67% 4
2025
Q2 		$29.1M Sell
51,283
-2,980
-5% -$1.57M 1.54% 4
2025
Q1 		$27.9M Buy
54,263
+4,000
+8% +$2.16M 1.52% 6
2024
Q4 		$27.1M Buy
50,263
+2,270
+5% +$1.23M 1.3% 9
2024
Q3 		$25.3M Buy
47,993
+3,835
+9% +$1.95M 1.16% 12
2024
Q2 		$22.1M Buy
44,158
+3,952
+10% +$1.9M 1.09% 14
2024
Q1 		$19.3M Buy
40,206
+804
+2% +$368K 1.15% 13
2023
Q4 		$17.2M Buy
39,402
+5,827
+17% +$2.39M 0.99% 13
2023
Q3 		$13.2M Buy
33,575
+4,014
+14% +$1.64M 0.87% 17
2023
Q2 		$12M Buy
29,561
+355
+1% +$137K 0.85% 16
2023
Q1 		$11M Buy
29,206
+543
+2% +$199K 0.85% 15
2022
Q4 		$10.1M Sell
28,663
-9,389
-25% -$3.32M 0.84% 13
2022
Q3 		$12.5M Buy
38,052
+563
+2% +$206K 1.31% 8
2022
Q2 		$13M Buy
37,489
+8,715
+30% +$3.28M 1.18% 8
2022
Q1 		$11.9M Buy
28,774
+326
+1% +$133K 0.97% 12
2021
Q4 		$12.4M Buy
28,448
+4,547
+19% +$1.92M 0.89% 16
2021
Q3 		$9.43M Buy
23,901
+6,035
+34% +$2.45M 0.81% 16
2021
Q2 		$7.03M Buy
17,866
+9,668
+118% +$3.71M 0.62% 26
2021
Q1 		$2.99M Buy
8,198
+2,472
+43% +$877K 0.32% 91
2020
Q4 		$1.97M Sell
5,726
-126
-2% -$41.1K 0.27% 89
2020
Q3 		$1.8M Buy
5,852
+1,498
+34% +$456K 0.44% 63
2020
Q2 		$1.23M Buy
4,354
+921
+27% +$248K 0.38% 71
2020
Q1 		$813K Buy
3,433
+844
+33% +$236K 0.58% 47
2019
Q4 		$766K Sell
2,589
-2,107
-45% -$596K 0.43% 57
2019
Q3 		$1.28M Buy
4,696
+403
+9% +$109K 0.49% 54
2019
Q2 		$1.16M Buy
4,293
+1,442
+51% +$381K 0.46% 54
2019
Q1 		$740K Sell
2,851
-433
-13% -$108K 0.4% 69
2018
Q4 		$755K Buy
+3,284
New +$813K 0.5% 59

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

Stratos Wealth Advisors's VOO Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 53% in Q2 2026, buying an estimated $5.61M and bringing the position to 24,342 shares worth $16.7M. The position accounts for 0.92% of the portfolio, ranked #19.

Stratos Wealth Advisors first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $36.9M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Stratos Wealth Advisors held 24,342 shares of Vanguard S&P 500 ETF worth $16.7M as of Q2 2026.
  • Stratos Wealth Advisors bought 8,422 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.61M.
  • Vanguard S&P 500 ETF made up 0.92% of Stratos Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Stratos Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Stratos Wealth Advisors's Vanguard S&P 500 ETF position peaked at $36.9M in Q4 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.