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VOO icon

Sunbelt Securities’s Vanguard S&P 500 ETF VOO Stock Holding History

Sunbelt Securities’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 		$2.54M Sell
4,251
-2
-0% -$1.25K 0.16% 113
2025
Q4 		$2.67M Sell
4,253
-52
-1% -$32.3K 0.18% 100
2025
Q3 		$2.64M Buy
4,305
+3,235
+302% +$1.91M 0.18% 99
2025
Q2 		$576K Sell
1,070
-446
-29% -$234K 0.05% 314
2025
Q1 		$779K Buy
1,516
+446
+42% +$241K 0.07% 234
2024
Q4 		$579K Sell
1,070
-40
-4% -$21.7K 0.05% 314
2024
Q3 		$585K Sell
1,110
-264
-19% -$134K 0.06% 317
2024
Q2 		$687K Buy
1,374
+34
+3% +$16.4K 0.07% 254
2024
Q1 		$644K Sell
1,340
-9
-0.7% -$4.12K 0.07% 260
2023
Q4 		$589K Buy
1,349
+266
+25% +$109K 0.07% 269
2023
Q3 		$425K Sell
1,083
-122
-10% -$49.9K 0.06% 321
2023
Q2 		$491K Buy
1,205
+108
+10% +$41.7K 0.07% 284
2023
Q1 		$407K Sell
1,097
-27
-2% -$9.9K 0.07% 294
2022
Q4 		$395K Sell
1,124
-87
-7% -$30.7K 0.08% 287
2022
Q3 		$397K Buy
1,211
+559
+86% +$204K 0.08% 275
2022
Q2 		$226K Sell
652
-150
-19% -$56.5K 0.05% 386
2022
Q1 		$338K Buy
802
+18
+2% +$7.37K 0.06% 333
2021
Q4 		$325K Buy
784
+117
+18% +$49.4K 0.05% 356
2021
Q3 		$265K Hold
667
– – 0.05% 376
2021
Q2 		$265K Sell
667
-140
-17% -$53.7K 0.05% 375
2021
Q1 		$294K Buy
807
+37
+5% +$13.1K 0.06% 337
2020
Q4 		$265K Sell
770
-175
-19% -$57K 0.05% 320
2020
Q3 		$291K Sell
945
-610
-39% -$186K 0.08% 262
2020
Q2 		$441K Sell
1,555
-187
-11% -$50.3K 0.15% 173
2020
Q1 		$412K Sell
1,742
-585
-25% -$164K 0.02% 255
2019
Q4 		$688K Buy
2,327
+133
+6% +$37.6K 0.07% 257
2019
Q3 		$598K Buy
2,194
+625
+40% +$170K 0.07% 261
2019
Q2 		$422K Buy
1,569
+413
+36% +$109K 0.18% 152
2019
Q1 		$300K Buy
1,156
+135
+13% +$33.7K 0.15% 177
2018
Q4 		$235K Buy
+1,021
New +$253K 0.14% 184

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

Sunbelt Securities's VOO Position: Q1 2026 in Review

Sunbelt Securities reduced its Vanguard S&P 500 ETF (VOO) stake by 0.05% in Q1 2026, selling an estimated $1.25K and leaving 4,251 shares worth $2.54M. The position accounts for 0.16% of the portfolio, ranked #113.

Sunbelt Securities first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.67M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Sunbelt Securities held 4,251 shares of Vanguard S&P 500 ETF worth $2.54M as of Q1 2026.
  • Sunbelt Securities sold 2 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25K.
  • Vanguard S&P 500 ETF made up 0.16% of Sunbelt Securities's portfolio in Q1 2026, its #113 holding.
  • Sunbelt Securities first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Sunbelt Securities's Vanguard S&P 500 ETF position peaked at $2.67M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.