Suncoast Equity Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Suncoast Equity Management’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	–	Sell	-636	Closed	-$380K	–	99
2026 Q1	$380K	Sell	636 -119	-16%	-$74.4K	0.05%	74
2025 Q4	$473K	Buy	755 +27	+4%	+$16.8K	0.05%	68
2025 Q3	$446K	Buy	728 +5	+0.7%	+$2.95K	0.04%	68
2025 Q2	$411K	Hold	723	–	–	0.04%	67
2025 Q1	$371K	Sell	723 -49	-6%	-$26.5K	0.04%	64
2024 Q4	$416K	Buy	772 +33	+4%	+$17.9K	0.05%	60
2024 Q3	$390K	Buy	+739	New	+$376K	0.04%	61
2024 Q2	–	Sell	-425	Closed	-$204K	–	74
2024 Q1	$204K	Sell	425 -186	-30%	-$85.1K	0.02%	67
2023 Q4	$267K	Sell	611 -93	-13%	-$38.1K	0.04%	67
2023 Q3	$277K	Buy	+704	New	+$288K	0.04%	65

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

Suncoast Equity Management's VOO Position: Q2 2026 in Review

Suncoast Equity Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 636 shares — an estimated $380K sold.

Suncoast Equity Management first reported a position in VOO in Q3 2023 and held it in 10 quarters. The position peaked at $473K in Q4 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Suncoast Equity Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 636 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $380K.
Suncoast Equity Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and held it in 10 quarters.
Suncoast Equity Management's Vanguard S&P 500 ETF position peaked at $473K in Q4 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.