HB Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

HB 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	$146M	Buy	213,262 +16,286	+8%	+$10.9M	0.82%	23
2026 Q1	$118M	Buy	196,976 +3,108	+2%	+$1.94M	0.76%	23
2025 Q4	$122M	Buy	193,868 +3,576	+2%	+$2.22M	0.79%	21
2025 Q3	$117M	Buy	190,292 +21,058	+12%	+$12.4M	0.79%	21
2025 Q2	$96.1M	Buy	169,234 +2,263	+1%	+$1.19M	0.76%	22
2025 Q1	$85.8M	Buy	166,971 +11,773	+8%	+$6.36M	0.72%	24
2024 Q4	$83.6M	Buy	155,198 +3,771	+2%	+$2.04M	0.85%	18
2024 Q3	$79.9M	Buy	151,427 +4,178	+3%	+$2.12M	0.86%	17
2024 Q2	$73.6M	Buy	147,249 +5,701	+4%	+$2.74M	0.86%	17
2024 Q1	$68M	Buy	141,548 +9,752	+7%	+$4.46M	0.86%	15
2023 Q4	$57.6M	Buy	131,796 +70,331	+114%	+$28.8M	0.83%	16
2023 Q3	$24.1M	Sell	61,465 -4,119	-6%	-$1.68M	0.39%	29
2023 Q2	$26.7M	Buy	65,584 +1,997	+3%	+$770K	0.43%	28
2023 Q1	$23.9M	Sell	63,587 -591	-0.9%	-$217K	0.41%	27
2022 Q4	$22.5M	Buy	64,178 +1,225	+2%	+$433K	0.41%	28
2022 Q3	$20.7M	Buy	62,953 +6,754	+12%	+$2.47M	0.44%	22
2022 Q2	$19.5M	Sell	56,199 -25,298	-31%	-$9.53M	0.4%	26
2022 Q1	$33.8M	Buy	81,497 +11,634	+17%	+$4.76M	0.63%	18
2021 Q4	$30.5M	Buy	+69,863	New	+$29.5M	0.61%	16

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

HB Wealth Management's VOO Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 8.3% in Q2 2026, buying an estimated $10.9M and bringing the position to 213,262 shares worth $146M. The position accounts for 0.82% of the portfolio, ranked #23.

HB Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

HB Wealth Management held 213,262 shares of Vanguard S&P 500 ETF worth $146M as of Q2 2026.
HB Wealth Management bought 16,286 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10.9M.
Vanguard S&P 500 ETF made up 0.82% of HB Wealth Management's portfolio in Q2 2026, its #23 holding.
HB Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.