Carlton Hofferkamp & Jenks Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Carlton Hofferkamp & Jenks 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	$9.36M	Buy	13,629 +621	+5%	+$414K	3.02%	8
2026 Q1	$8.55M	Buy	13,008 +863	+7%	+$540K	2.86%	9
2025 Q4	$7.62M	Buy	12,145 +980	+9%	+$609K	2.54%	9
2025 Q3	$7.03M	Buy	11,165 +1,180	+12%	+$696K	2.36%	9
2025 Q2	$5.82M	Buy	9,985 +651	+7%	+$342K	2.11%	10
2025 Q1	$4.51M	Buy	9,334 +1,374	+17%	+$743K	1.86%	11
2024 Q4	$4.42M	Buy	7,960 +1,585	+25%	+$858K	1.63%	18
2024 Q3	$3.34M	Buy	6,375 +859	+16%	+$437K	1.27%	22
2024 Q2	$2.75M	Buy	5,516 +898	+19%	+$432K	1.07%	24
2024 Q1	$2.14M	Buy	4,618 +961	+26%	+$440K	0.9%	27
2023 Q4	$1.63M	Buy	3,657 +503	+16%	+$206K	0.68%	36
2023 Q3	$1.21M	Buy	3,154 +308	+11%	+$126K	0.56%	43
2023 Q2	$1.17M	Buy	2,846 +230	+9%	+$88.7K	0.51%	49
2023 Q1	$992K	Sell	2,616 -143	-5%	-$52.4K	0.45%	55
2022 Q4	$1.03M	Buy	2,759 +14	+0.5%	+$4.95K	0.45%	57
2022 Q3	$944K	Hold	2,745	–	–	0.45%	59
2022 Q2	$981K	Buy	2,745 +129	+5%	+$48.6K	0.45%	61
2022 Q1	$1.08M	Buy	2,616 +205	+9%	+$83.9K	0.44%	61
2021 Q4	$963K	Buy	2,411 +90	+4%	+$38K	0.41%	68
2021 Q3	$1M	Buy	2,321 +386	+20%	+$157K	0.4%	66
2021 Q2	$767K	Buy	1,935 +292	+18%	+$112K	0.33%	75
2021 Q1	$630K	Buy	1,643 +261	+19%	+$92.6K	0.28%	81
2020 Q4	$481K	Buy	1,382 +211	+18%	+$68.8K	0.24%	84
2020 Q3	$384K	Buy	1,171 +288	+33%	+$87.7K	0.2%	89
2020 Q2	$264K	Buy	883 +108	+14%	+$29.1K	0.15%	92
2020 Q1	$209K	Hold	775	–	–	0.13%	95
2019 Q4	$230K	Hold	775	–	–	0.13%	95
2019 Q3	$209K	Hold	775	–	–	0.13%	88
2019 Q2	$212K	Sell	775 -7	-0.9%	-$1.85K	0.13%	91
2019 Q1	$203K	Buy	+782	New	+$195K	0.13%	89
2018 Q4	–	Sell	-807	Closed	-$215K	–	92
2018 Q3	$215K	Sell	807 -25	-3%	-$6.54K	0.13%	83
2018 Q2	$208K	Buy	+832	New	+$207K	0.13%	84
2018 Q1	–	Sell	-880	Closed	-$215K	–	92
2017 Q4	$215K	Buy	+880	New	+$210K	0.13%	84

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's VOO Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.8% in Q2 2026, buying an estimated $414K and bringing the position to 13,629 shares worth $9.36M. The position accounts for 3.02% of the portfolio, ranked #8.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in VOO in Q4 2017 and has held it in 33 quarters since. 1,649 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 13,629 shares of Vanguard S&P 500 ETF worth $9.36M as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management bought 621 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $414K.
Vanguard S&P 500 ETF made up 3.02% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #8 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
1,649 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.