FHC
VOO icon

First Heartland Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History

First Heartland Consultants’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 		$16.9M Buy
24,663
+944
+4% +$629K 1.1% 19
2026
Q1 		$14.2M Buy
23,719
+317
+1% +$198K 1.09% 20
2025
Q4 		$14.7M Sell
23,402
-799
-3% -$497K 1.11% 20
2025
Q3 		$14.8M Buy
24,201
+2,346
+11% +$1.38M 1.2% 17
2025
Q2 		$12.4M Buy
21,855
+12,608
+136% +$6.63M 1.1% 19
2025
Q1 		$4.75M Sell
9,247
-5,154
-36% -$2.79M 0.49% 61
2024
Q4 		$7.76M Buy
14,401
+7,125
+98% +$3.86M 0.8% 33
2024
Q3 		$3.84M Buy
7,276
+628
+9% +$319K 0.41% 52
2024
Q2 		$3.33K Sell
6,648
-21
-0.3% -$10.1K 0.23% 75
2024
Q1 		$3.21M Buy
6,669
+94
+1% +$43K 0.33% 74
2023
Q4 		$2.87M Buy
6,575
+55
+0.8% +$22.5K 0.35% 73
2023
Q3 		$2.56M Buy
6,520
+717
+12% +$293K 0.32% 76
2023
Q2 		$2.36M Buy
5,803
+1,051
+22% +$405K 0.31% 82
2023
Q1 		$1.79M Sell
4,752
-773
-14% -$283K 0.27% 90
2022
Q4 		$1.94M Sell
5,525
-395
-7% -$140K 0.31% 81
2022
Q3 		$1.94K Sell
5,920
-42
-0.7% -$15.3K 0.17% 85
2022
Q2 		$2.07M Sell
5,962
-10
-0.2% -$3.77K 0.32% 80
2022
Q1 		$2.48M Sell
5,972
-200
-3% -$81.9K 0.38% 56
2021
Q4 		$2.69K Buy
6,172
+963
+18% +$407K 0.1% 63
2021
Q3 		$2.05M Sell
5,209
-565
-10% -$229K 0.31% 77
2021
Q2 		$2.27M Sell
5,774
-1,352
-19% -$519K 0.34% 81
2021
Q1 		$2.6M Sell
7,126
-7
-0.1% -$2.48K 0.41% 63
2020
Q4 		$2.45M Buy
7,133
+525
+8% +$171K 0.41% 55
2020
Q3 		$2.03M Buy
6,608
+12
+0.2% +$3.66K 0.39% 62
2020
Q2 		$1.87M Buy
6,596
+348
+6% +$93.7K 0.37% 65
2020
Q1 		$1.48M Buy
6,248
+925
+17% +$259K 0.38% 63
2019
Q4 		$1.57M Buy
5,323
+1,010
+23% +$286K 0.31% 83
2019
Q3 		$1.18M Buy
4,313
+134
+3% +$36.4K 0.25% 97
2019
Q2 		$1.13M Buy
4,179
+58
+1% +$15.3K 0.27% 91
2019
Q1 		$1.07M Buy
4,121
+211
+5% +$52.7K 0.3% 83
2018
Q4 		$899K Buy
3,910
+319
+9% +$79K 0.34% 83
2018
Q3 		$959K Buy
3,591
+5
+0.1% +$1.31K 0.3% 79
2018
Q2 		$895K Sell
3,586
-139
-4% -$34.5K 0.32% 81
2018
Q1 		$902K Buy
3,725
+252
+7% +$63.2K 0.27% 92
2017
Q4 		$852K Buy
3,473
+421
+14% +$101K 0.26% 97
2017
Q3 		$704K Buy
3,052
+511
+20% +$116K 0.17% 163
2017
Q2 		$564K Buy
2,541
+608
+31% +$134K 0.15% 181
2017
Q1 		$418K Hold
1,933
– – 0.12% 207
2016
Q4 		$397K Hold
1,933
– – 0.12% 211
2016
Q3 		$384K Sell
1,933
-1,326
-41% -$263K 0.11% 203
2016
Q2 		$626 Buy
3,259
+31
+1% +$5.9K 0.07% 131
2016
Q1 		$609K Hold
3,228
– – 0.23% 118
2015
Q4 		$603K Hold
3,228
– – 0.23% 118
2015
Q3 		$567K Buy
3,228
+1,678
+108% +$312K 0.24% 117
2015
Q2 		$293 Buy
+1,550
New +$299K 0.08% 193

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First Heartland Consultants's VOO Position: Q2 2026 in Review

First Heartland Consultants increased its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2026, buying an estimated $629K and bringing the position to 24,663 shares worth $16.9M. The position accounts for 1.1% of the portfolio, ranked #19.

First Heartland Consultants first reported a position in VOO in Q2 2015 and has held it in 45 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • First Heartland Consultants held 24,663 shares of Vanguard S&P 500 ETF worth $16.9M as of Q2 2026.
  • First Heartland Consultants bought 944 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $629K.
  • Vanguard S&P 500 ETF made up 1.1% of First Heartland Consultants's portfolio in Q2 2026, its #19 holding.
  • First Heartland Consultants first reported a position in Vanguard S&P 500 ETF in Q2 2015 and has held it in 45 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.