Hamilton Point Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Hamilton Point Investment Advisors’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	$2.06M	Buy	2,999 +244	+9%	+$163K	0.29%	63
2026 Q1	$1.65M	Sell	2,755 -40	-1%	-$25K	0.25%	62
2025 Q4	$1.75M	Sell	2,795 -50	-2%	-$31.1K	0.27%	63
2025 Q3	$1.75M	Buy	2,845 +10	+0.4%	+$5.89K	0.27%	63
2025 Q2	$1.62M	Sell	2,835 -20	-0.7%	-$10.5K	0.27%	65
2025 Q1	$1.47M	Sell	2,855 -80	-3%	-$43.2K	0.26%	62
2024 Q4	$1.58M	Sell	2,935 -61	-2%	-$33K	0.28%	62
2024 Q3	$1.59M	Buy	2,996 +93	+3%	+$47.3K	0.28%	62
2024 Q2	$1.46M	Hold	2,903	–	–	0.28%	63
2024 Q1	$1.4M	Sell	2,903 -38	-1%	-$17.4K	0.27%	66
2023 Q4	$1.28M	Buy	2,941 +1	+0%	+$409	0.26%	67
2023 Q3	$1.16M	Hold	2,940	–	–	0.29%	63
2023 Q2	$1.2M	Hold	2,940	–	–	0.29%	63
2023 Q1	$1.11M	Buy	+2,940	New	+$1.08M	0.27%	63

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Hamilton Point Investment Advisors's VOO Position: Q2 2026 in Review

Hamilton Point Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.9% in Q2 2026, buying an estimated $163K and bringing the position to 2,999 shares worth $2.06M. The position accounts for 0.29% of the portfolio, ranked #63.

Hamilton Point Investment Advisors first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Hamilton Point Investment Advisors held 2,999 shares of Vanguard S&P 500 ETF worth $2.06M as of Q2 2026.
Hamilton Point Investment Advisors bought 244 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $163K.
Vanguard S&P 500 ETF made up 0.29% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #63 holding.
Hamilton Point Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.