HBW
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Hazlett, Burt & Watson’s Vanguard S&P 500 ETF VOO Stock Holding History

Hazlett, Burt & Watson’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 		$852K Buy
1,239
+124
+11% +$82.7K 0.23% 114
2026
Q1 		$666K Buy
1,115
+199
+22% +$124K 0.21% 114
2025
Q4 		$576K Buy
916
+2
+0.2% +$1.24K 0.18% 119
2025
Q3 		$559K Buy
914
+31
+4% +$18.3K 0.2% 113
2025
Q2 		$502K Sell
883
-2,485
-74% -$1.31M 0.21% 109
2025
Q1 		$1.73M Buy
3,368
+2,173
+182% +$1.17M 0.78% 29
2024
Q4 		$645K Buy
1,195
+541
+83% +$293K 0.29% 80
2024
Q3 		$346K Hold
654
– – 0.16% 137
2024
Q2 		$328K Sell
654
-40
-6% -$19.2K 0.17% 125
2024
Q1 		$334K Hold
694
– – 0.2% 107
2023
Q4 		$303K Buy
694
+135
+24% +$55.3K 0.2% 105
2023
Q3 		$220K Buy
559
+289
+107% +$118K 0.16% 135
2023
Q2 		$109K Buy
270
+205
+315% +$79.1K 0.08% 198
2023
Q1 		$24K Hold
65
– – 0.02% 369
2022
Q4 		$23K Buy
65
+1
+2% +$353 0.02% 368
2022
Q3 		$21K Sell
64
-70
-52% -$25.6K 0.02% 371
2022
Q2 		$46K Buy
134
+64
+91% +$24.1K 0.04% 281
2022
Q1 		$29K Buy
+70
New +$28.7K 0.02% 354

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Hazlett, Burt & Watson's VOO Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $82.7K and bringing the position to 1,239 shares worth $852K. The position accounts for 0.23% of the portfolio, ranked #114.

Hazlett, Burt & Watson first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.73M in Q1 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Hazlett, Burt & Watson held 1,239 shares of Vanguard S&P 500 ETF worth $852K as of Q2 2026.
  • Hazlett, Burt & Watson bought 124 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $82.7K.
  • Vanguard S&P 500 ETF made up 0.23% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #114 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Vanguard S&P 500 ETF position peaked at $1.73M in Q1 2025.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.