SHEETS SMITH WEALTH MANAGEMENT VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1157436
As of 2026-06-30, SHEETS SMITH WEALTH MANAGEMENT reported 72.72K VOO (shares), valued at $49.94M, or 4.99% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 2.20%; reported value increased 12.41%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.99% | 72,716 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 5.00% | 74,348 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 5.14% | 74,641 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 4.93% | 71,118 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 4.60% | 69,217 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 4.27% | 66,939 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 4.19% | 63,738 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 3.83% | 59,270 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 5.47% | 91,442 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 4.90% | 91,008 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | 0.01% | 225 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.01% | 225 | $88.20K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 4.90% | 91,008 | $43.75M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 5.47% | 91,442 | $45.73M | Shares increased 0.48%; reported value increased 4.54%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 3.83% | 59,270 | $31.28M | Shares decreased 35.18%; reported value decreased 31.61%, and weight changed -1.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 4.19% | 63,738 | $34.34M | Shares increased 7.54%; reported value increased 9.81%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 4.27% | 66,939 | $34.40M | Shares increased 5.02%; reported value increased 0.17%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 4.60% | 69,217 | $39.32M | Shares increased 3.40%; reported value increased 14.29%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 4.93% | 71,118 | $43.55M | Shares increased 2.75%; reported value increased 10.77%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 5.14% | 74,641 | $46.81M | Shares increased 4.95%; reported value increased 7.48%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 5.00% | 74,348 | $44.43M | Shares decreased 0.39%; reported value decreased 5.09%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 4.99% | 72,716 | $49.94M | Shares decreased 2.20%; reported value increased 12.41%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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