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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in Vanguard Index Funds S&P 500 ETF SHS

Steward Partners Investment Advisory, LLC holds 474,935 shares of VOO (Vanguard Index Funds S&P 500 ETF SHS), worth $326.2M as of 2026-Q2. The position was increased (+6.1% shares). VOO represents 1.7% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$326.2M

Current Shares

474,935

Total Value Change

+$106.5M

Total Shares Change

+58,583

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
474,935
+6.1%
$326.2M1.7%$685.05
52
2026-Q1
Decreased
447,787
-8.5%
$267.6M1.4%$594.29
0
2025-Q4
Increased
489,170
+4.4%
$306.8M1.7%$621.74
51
2025-Q3
Increased
468,586
+7.5%
$287M1.6%$605.41
52
2025-Q2
Increased
435,708
+2.9%
$247.5M1.9%$559.96
50
2025-Q1
Decreased
423,381
-7.9%
$217.6M1.9%$505.05
0
2024-Q4
Increased
459,751
+10.4%
$247.7M2.2%$527.69
58
2024-Q3
Increased
416,352
+15.3%
$219.7M2.0%$515.13
60

Other major holders of VOO: JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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