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HBW Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

HBW Advisory Services’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 		$57.5M Sell
83,738
-819
-1% -$546K 5.2% 1
2026
Q1 		$50.5M Buy
84,557
+1,580
+2% +$988K 5.33% 1
2025
Q4 		$52M Sell
82,977
-48
-0.1% -$29.8K 5.65% 1
2025
Q3 		$50.8M Buy
83,025
+2,419
+3% +$1.43M 5.72% 1
2025
Q2 		$45.8M Buy
80,606
+1,182
+1% +$621K 5.65% 1
2025
Q1 		$40.8M Sell
79,424
-2,169
-3% -$1.17M 5.8% 1
2024
Q4 		$44M Buy
81,593
+2,434
+3% +$1.32M 4.51% 2
2024
Q3 		$41.8M Buy
79,159
+5,105
+7% +$2.59M 6.11% 1
2024
Q2 		$37M Buy
74,054
+4,485
+6% +$2.16M 6.15% 1
2024
Q1 		$30.4M Hold
69,569
– – 5.68% 2
2023
Q4 		$30.4M Buy
69,569
+2,929
+4% +$1.2M 5.68% 2
2023
Q3 		$26.2M Buy
66,640
+479
+0.7% +$196K 5.46% 2
2023
Q2 		$26.9M Buy
+66,161
New +$25.5M 5.84% 2
2023
Q1 		– Sell
-59,851
Closed -$55K – 295
2022
Q4 		$55K Buy
59,851
+10,706
+22% +$3.78M 0.01% 251
2022
Q3 		$16.1M Buy
49,145
+3,516
+8% +$1.28M 4.5% 2
2022
Q2 		$15.8M Buy
45,629
+4,879
+12% +$1.84M 4.09% 3
2022
Q1 		$16.9M Buy
40,750
+1,733
+4% +$709K 5.94% 1
2021
Q4 		$17M Buy
39,017
+2,496
+7% +$1.05M 3.95% 2
2021
Q3 		$14.4M Buy
36,521
+770
+2% +$312K 3.72% 1
2021
Q2 		$14.1M Buy
35,751
+504
+1% +$193K 3.7% 1
2021
Q1 		$12.8M Buy
35,247
+2,893
+9% +$1.03M 3.42% 1
2020
Q4 		$11.1M Buy
32,354
+4,974
+18% +$1.62M 3.38% 1
2020
Q3 		$8.42M Buy
27,380
+6,942
+34% +$2.11M 3.46% 1
2020
Q2 		$5.79M Buy
20,438
+4,560
+29% +$1.23M 2.69% 2
2020
Q1 		$4M Buy
15,878
+828
+6% +$232K 2.89% 6
2019
Q4 		$4.49M Buy
+15,050
New +$4.26M 2.62% 4

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

HBW Advisory Services's VOO Position: Q2 2026 in Review

HBW Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 0.97% in Q2 2026, selling an estimated $546K and leaving 83,738 shares worth $57.5M. The position accounts for 5.2% of the portfolio, ranked #1.

HBW Advisory Services first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • HBW Advisory Services held 83,738 shares of Vanguard S&P 500 ETF worth $57.5M as of Q2 2026.
  • HBW Advisory Services sold 819 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $546K.
  • Vanguard S&P 500 ETF made up 5.2% of HBW Advisory Services's portfolio in Q2 2026, its #1 holding.
  • HBW Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.