Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 9 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 74,641 | +3,523 | +5.0% | 5.14% | $46.8M | $627.13 |
| 2025 Q3 | ADDED | 71,118 | +1,901 | +2.7% | 4.93% | $43.6M | $610.65 |
| 2025 Q2 | ADDED | 69,217 | +2,278 | +3.4% | 4.60% | $39.3M | $564.81 |
| 2025 Q1 | ADDED | 66,939 | +3,201 | +5.0% | 4.27% | $34.4M | $509.43 |
As of 2025 Q4 — sorted by position size