Successful Portfolios’s Vanguard S&P 500 ETF VOO Stock Holding History

Successful Portfolios’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	$459K	Sell	664 -1	-0.2%	-$667	0.21%	97
2026 Q1	$391K	Buy	665 +3	+0.5%	+$1.88K	0.22%	95
2025 Q4	$423K	Buy	662 +63	+11%	+$39.2K	0.22%	102
2025 Q3	$367K	Sell	599 -39	-6%	-$23K	0.21%	96
2025 Q2	$363K	Buy	638 +35	+6%	+$18.4K	0.22%	93
2025 Q1	$310K	Hold	603	–	–	0.21%	104
2024 Q4	$325K	Buy	603 +9	+2%	+$4.88K	0.22%	97
2024 Q3	$313K	Buy	594 +2	+0.3%	+$1.02K	0.21%	100
2024 Q2	$296K	Buy	592 +3	+0.5%	+$1.44K	0.21%	100
2024 Q1	$283K	Hold	589	–	–	0.19%	110
2023 Q4	$257K	Buy	589 +70	+13%	+$28.7K	0.19%	123
2023 Q3	$204K	Sell	519 -3	-0.6%	-$1.23K	0.18%	132
2023 Q2	$213K	Buy	+522	New	+$201K	0.18%	136
2022 Q2	–	Sell	-523	Closed	-$217K	–	212
2022 Q1	$217K	Sell	523 -5	-0.9%	-$2.05K	0.12%	185
2021 Q4	$231K	Sell	528 -7	-1%	-$2.96K	0.13%	185
2021 Q3	$211K	Hold	535	–	–	0.13%	189
2021 Q2	$211K	Buy	+535	New	+$205K	0.13%	188

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Successful Portfolios's VOO Position: Q2 2026 in Review

Successful Portfolios reduced its Vanguard S&P 500 ETF (VOO) stake by 0.15% in Q2 2026, selling an estimated $667 and leaving 664 shares worth $459K. The position accounts for 0.21% of the portfolio, ranked #97.

Successful Portfolios first reported a position in VOO in Q2 2021 and has held it in 17 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Successful Portfolios held 664 shares of Vanguard S&P 500 ETF worth $459K as of Q2 2026.
Successful Portfolios sold 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.21% of Successful Portfolios's portfolio in Q2 2026, its #97 holding.
Successful Portfolios first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 17 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.