HWA
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HCR Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

HCR Wealth 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 		$6.19M Buy
9,010
+458
+5% +$305K 0.55% 32
2026
Q1 		$5.11M Buy
8,552
+394
+5% +$246K 0.53% 32
2025
Q4 		$5.12M Buy
8,158
+299
+4% +$186K 0.51% 34
2025
Q3 		$4.84M Buy
7,859
+296
+4% +$174K 0.5% 33
2025
Q2 		$4.3M Sell
7,563
-106
-1% -$55.7K 0.51% 32
2025
Q1 		$3.94M Buy
7,669
+410
+6% +$222K 0.51% 31
2024
Q4 		$3.91M Buy
7,259
+4,745
+189% +$2.57M 0.49% 31
2024
Q3 		$1.33M Buy
2,514
+601
+31% +$305K 0.17% 89
2024
Q2 		$957K Buy
1,913
+80
+4% +$38.5K 0.14% 98
2024
Q1 		$882K Sell
1,833
-267
-13% -$122K 0.13% 103
2023
Q4 		$917K Buy
2,100
+1,391
+196% +$569K 0.14% 93
2023
Q3 		$278K Buy
709
+2
+0.3% +$818 0.06% 133
2023
Q2 		$288K Sell
707
-24
-3% -$9.26K 0.05% 142
2023
Q1 		$275K Buy
731
+61
+9% +$22.4K 0.05% 145
2022
Q4 		$235K Buy
670
+15
+2% +$5.3K 0.05% 154
2022
Q3 		$216K Buy
655
+10
+2% +$3.65K 0.05% 157
2022
Q2 		$225K Sell
645
-29
-4% -$10.9K 0.05% 156
2022
Q1 		$280K Buy
674
+66
+11% +$27K 0.05% 158
2021
Q4 		$265K Buy
608
+27
+5% +$11.4K 0.04% 174
2021
Q3 		$229K Sell
581
-19
-3% -$7.71K 0.04% 179
2021
Q2 		$236K Buy
+600
New +$230K 0.04% 174
2021
Q1 		– Sell
-349
Closed -$120K – 281
2020
Q4 		$120K Buy
349
+92
+36% +$30K 0.03% 183
2020
Q3 		$79K Hold
257
– – 0.02% 170
2020
Q2 		$73K Sell
257
-104
-29% -$28K 0.02% 169
2020
Q1 		$86K Buy
361
+8
+2% +$2.24K 0.02% 162
2019
Q4 		$104K Sell
353
-753
-68% -$213K 0.03% 167
2019
Q3 		$305K Buy
+1,106
New +$300K 0.1% 121

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

HCR Wealth Advisors's VOO Position: Q2 2026 in Review

HCR Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q2 2026, buying an estimated $305K and bringing the position to 9,010 shares worth $6.19M. The position accounts for 0.55% of the portfolio, ranked #32.

HCR Wealth Advisors first reported a position in VOO in Q3 2019 and has held it in 27 quarters since. 1,058 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • HCR Wealth Advisors held 9,010 shares of Vanguard S&P 500 ETF worth $6.19M as of Q2 2026.
  • HCR Wealth Advisors bought 458 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $305K.
  • Vanguard S&P 500 ETF made up 0.55% of HCR Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • HCR Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.