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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
Q2 		$5.38M Sell
7,836
-399
-5% -$266K 1.28% 21
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Xcel Wealth Management's VOO Position: Q2 2026 in Review

Xcel Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 4.8% in Q2 2026, selling an estimated $266K and leaving 7,836 shares worth $5.38M. The position accounts for 1.28% of the portfolio, ranked #21.

Xcel Wealth Management first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Xcel Wealth Management held 7,836 shares of Vanguard S&P 500 ETF worth $5.38M as of Q2 2026.
  • Xcel Wealth Management sold 399 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $266K.
  • Vanguard S&P 500 ETF made up 1.28% of Xcel Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Xcel Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.