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

Stratos Wealth Partners’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 		$209M Sell
349,162
-23,488
-6% -$14.7M 2.37% 5
2025
Q4 		$234M Sell
372,650
-4,223
-1% -$2.62M 2.64% 5
2025
Q3 		$231M Buy
376,873
+9,952
+3% +$5.87M 2.72% 3
2025
Q2 		$208M Sell
366,921
-42,597
-10% -$22.4M 2.82% 3
2025
Q1 		$210M Sell
409,518
-36,312
-8% -$19.6M 3.2% 2
2024
Q4 		$240M Sell
445,830
-15,695
-3% -$8.5M 3.39% 2
2024
Q3 		$244M Buy
461,525
+3,884
+0.8% +$1.97M 3.52% 2
2024
Q2 		$229M Buy
457,641
+219
+0% +$105K 3.66% 1
2024
Q1 		$220M Sell
457,422
-3,052
-0.7% -$1.4M 3.64% 1
2023
Q4 		$201M Buy
460,474
+2,828
+0.6% +$1.16M 3.75% 1
2023
Q3 		$180M Buy
457,646
+17,316
+4% +$7.08M 3.87% 1
2023
Q2 		$179M Sell
440,330
-448
-0.1% -$173K 4.06% 1
2023
Q1 		$166M Buy
440,778
+2,781
+0.6% +$1.02M 4.42% 1
2022
Q4 		$154M Buy
437,997
+7,384
+2% +$2.61M 3.89% 1
2022
Q3 		$141M Buy
430,613
+38,323
+10% +$14M 3.95% 1
2022
Q2 		$136M Buy
392,290
+1,351
+0.3% +$509K 3.43% 2
2022
Q1 		$162M Sell
390,939
-14,239
-4% -$5.83M 3.63% 2
2021
Q4 		$177M Buy
405,178
+5,996
+2% +$2.53M 3.92% 2
2021
Q3 		$157M Buy
399,182
+3,654
+0.9% +$1.48M 4.01% 1
2021
Q2 		$156M Buy
395,528
+9,900
+3% +$3.8M 3.88% 1
2021
Q1 		$140M Buy
385,628
+6,688
+2% +$2.37M 3.89% 2
2020
Q4 		$130M Buy
378,940
+81
+0% +$26.4K 3.87% 3
2020
Q3 		$117M Buy
378,859
+1,624
+0.4% +$495K 3.83% 3
2020
Q2 		$107M Buy
377,235
+8,234
+2% +$2.22M 3.81% 2
2020
Q1 		$87.4M Sell
369,001
-527
-0.1% -$148K 4.01% 1
2019
Q4 		$109M Buy
369,528
+19,582
+6% +$5.54M 4.29% 1
2019
Q3 		$95.4M Buy
349,946
+5,634
+2% +$1.53M 4.12% 1
2019
Q2 		$92.7M Sell
344,312
-6,502
-2% -$1.72M 4.01% 2
2019
Q1 		$91M Buy
350,814
+20,056
+6% +$5.01M 4.09% 2
2018
Q4 		$76M Sell
330,758
-8,337
-2% -$2.07M 3.92% 2
2018
Q3 		$90.6M Sell
339,095
-19,944
-6% -$5.22M 4.05% 1
2018
Q2 		$89.6M Buy
359,039
+29,268
+9% +$7.27M 4% 1
2018
Q1 		$79.8M Sell
329,771
-2,423
-0.7% -$608K 3.36% 2
2017
Q4 		$81.5M Buy
332,194
+2,735
+0.8% +$654K 3.66% 2
2017
Q3 		$76M Buy
329,459
+2,200
+0.7% +$498K 3.59% 2
2017
Q2 		$72.7M Buy
327,259
+22,484
+7% +$4.95M 3.75% 2
2017
Q1 		$65.9M Buy
304,775
+6,559
+2% +$1.4M 3.72% 2
2016
Q4 		$61.2M Buy
298,216
+3,266
+1% +$655K 3.81% 1
2016
Q3 		$58.6M Buy
294,950
+9,288
+3% +$1.84M 3.95% 1
2016
Q2 		$54.9M Buy
285,662
+144,890
+103% +$27.6M 4.07% 1
2016
Q1 		$26.5M Buy
140,772
+12,590
+10% +$2.25M 2.28% 10
2015
Q4 		$24M Buy
128,182
+111,271
+658% +$21M 2% 9
2015
Q3 		$2.97M Buy
16,911
+3,669
+28% +$682K 0.37% 61
2015
Q2 		$2.5M Buy
13,242
+1,199
+10% +$231K 0.32% 65
2015
Q1 		$2.28M Buy
12,043
+623
+5% +$118K 0.27% 75
2014
Q4 		$2.15M Buy
+11,420
New +$2.11M 0.39% 65

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

Stratos Wealth Partners's VOO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q1 2026, selling an estimated $14.7M and leaving 349,162 shares worth $209M. The position accounts for 2.37% of the portfolio, ranked #5.

Stratos Wealth Partners first reported a position in VOO in Q4 2014 and has held it in 46 quarters since. The position peaked at $244M in Q3 2024. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Stratos Wealth Partners held 349,162 shares of Vanguard S&P 500 ETF worth $209M as of Q1 2026.
  • Stratos Wealth Partners sold 23,488 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $14.7M.
  • Vanguard S&P 500 ETF made up 2.37% of Stratos Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • Stratos Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's Vanguard S&P 500 ETF position peaked at $244M in Q3 2024.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.