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

Heartwood 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 		$1.48M Buy
2,150
+1,038
+93% +$692K 0.11% 82
2026
Q1 		$664K Buy
1,112
+3
+0.3% +$1.88K 0.06% 114
2025
Q4 		$695K Hold
1,109
– – 0.06% 98
2025
Q3 		$679K Buy
1,109
+152
+16% +$89.6K 0.06% 100
2025
Q2 		$544K Hold
957
– – 0.06% 106
2025
Q1 		$492K Hold
957
– – 0.06% 103
2024
Q4 		$516K Hold
957
– – 0.06% 95
2024
Q3 		$505K Hold
957
– – 0.06% 95
2024
Q2 		$479K Buy
957
+211
+28% +$102K 0.06% 100
2024
Q1 		$359K Hold
746
– – 0.04% 107
2023
Q4 		$326K Hold
746
– – 0.04% 107
2023
Q3 		$293K Hold
746
– – 0.04% 104
2023
Q2 		$304K Hold
746
– – 0.04% 110
2023
Q1 		$281K Sell
746
-1,304
-64% -$478K 0.04% 107
2022
Q4 		$720K Buy
2,050
+1,304
+175% +$461K 0.11% 59
2022
Q3 		$245K Sell
746
-187
-20% -$68.3K 0.04% 103
2022
Q2 		$324K Buy
933
+148
+19% +$55.8K 0.05% 92
2022
Q1 		$326K Buy
+785
New +$321K 0.05% 96

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

Heartwood Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 93% in Q2 2026, buying an estimated $692K and bringing the position to 2,150 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #82.

Heartwood Wealth Advisors first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 1,197 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Heartwood Wealth Advisors held 2,150 shares of Vanguard S&P 500 ETF worth $1.48M as of Q2 2026.
  • Heartwood Wealth Advisors bought 1,038 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $692K.
  • Vanguard S&P 500 ETF made up 0.11% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.