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Xcel Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Xcel Wealth 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
Q1 		$4.92M Buy
8,235
+161
+2% +$101K 1.36% 19
2025
Q4 		$5.06M Sell
8,074
-23
-0.3% -$14.3K 1.29% 20
2025
Q3 		$4.96M Buy
8,097
+1
+0% +$589 1.29% 21
2025
Q2 		$4.6M Sell
8,096
-167
-2% -$87.8K 1.31% 25
2025
Q1 		$4.25M Buy
8,263
+6
+0.1% +$3.24K 1.32% 19
2024
Q4 		$4.45M Sell
8,257
-4
-0% -$2.17K 1.23% 23
2024
Q3 		$4.36M Sell
8,261
-639
-7% -$325K 1.28% 20
2024
Q2 		$4.45M Sell
8,900
-94
-1% -$45.2K 1.39% 20
2024
Q1 		$4.32M Buy
8,994
+1,316
+17% +$602K 1.35% 20
2023
Q4 		$3.35M Buy
7,678
+9
+0.1% +$3.69K 1.18% 23
2023
Q3 		$3.01M Sell
7,669
-1,169
-13% -$478K 1.19% 25
2023
Q2 		$3.6M Buy
8,838
+13
+0.1% +$5.01K 1.14% 24
2023
Q1 		$3.32M Hold
8,825
– – 1.17% 24
2022
Q4 		$3.1M Buy
8,825
+20
+0.2% +$7.07K 1.22% 25
2022
Q3 		$2.89M Buy
8,805
+538
+7% +$196K 1.08% 28
2022
Q2 		$2.87M Hold
8,267
– – 1.05% 30
2022
Q1 		$3.43M Sell
8,267
-177
-2% -$72.5K 0.94% 29
2021
Q4 		$3.69M Sell
8,444
-22
-0.3% -$9.29K 0.95% 31
2021
Q3 		$3.34M Hold
8,466
– – 0.97% 30
2021
Q2 		$3.33M Buy
8,466
+22
+0.3% +$8.45K 1.01% 29
2021
Q1 		$3.08M Buy
8,444
+561
+7% +$199K 1.1% 28
2020
Q4 		$2.71M Hold
7,883
– – 1.17% 28
2020
Q3 		$2.42M Buy
7,883
+117
+2% +$35.6K 1.25% 28
2020
Q2 		$2.2M Hold
7,766
– – 1.37% 25
2020
Q1 		$1.84M Buy
7,766
+2,554
+49% +$716K 1.66% 22
2019
Q4 		$1.54M Hold
5,212
– – 1.28% 24
2019
Q3 		$1.42M Hold
5,212
– – 1.31% 26
2019
Q2 		$1.4M Hold
5,212
– – 1.37% 24
2019
Q1 		$1.35M Buy
5,212
+146
+3% +$36.5K 1.39% 22
2018
Q4 		$1.16M Buy
+5,066
New +$1.25M 1.42% 24

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

Xcel Wealth Management's VOO Position: Q1 2026 in Review

Xcel Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q1 2026, buying an estimated $101K and bringing the position to 8,235 shares worth $4.92M. The position accounts for 1.36% of the portfolio, ranked #19.

Xcel Wealth Management first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.06M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Xcel Wealth Management held 8,235 shares of Vanguard S&P 500 ETF worth $4.92M as of Q1 2026.
  • Xcel Wealth Management bought 161 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $101K.
  • Vanguard S&P 500 ETF made up 1.36% of Xcel Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Xcel Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Xcel Wealth Management's Vanguard S&P 500 ETF position peaked at $5.06M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.