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Heck Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Heck Capital 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 		– Sell
-507
Closed -$303K – 230
2026
Q1 		$303K Buy
507
+2
+0.4% +$1.25K 0.02% 175
2025
Q4 		$317K Sell
505
-395
-44% -$245K 0.02% 181
2025
Q3 		$552K Buy
+900
New +$530K 0.04% 137
2020
Q4 		– Sell
-782
Closed -$241K – 112
2020
Q3 		$241K Sell
782
-18
-2% -$5.48K 0.07% 85
2020
Q2 		$227K Buy
+800
New +$215K 0.05% 88

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Heck Capital Advisors's VOO Position: Q2 2026 in Review

Heck Capital Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 507 shares — an estimated $303K sold.

Heck Capital Advisors first reported a position in VOO in Q2 2020 and held it in 5 quarters. The position peaked at $552K in Q3 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Heck Capital Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 507 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $303K.
  • Heck Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 5 quarters.
  • Heck Capital Advisors's Vanguard S&P 500 ETF position peaked at $552K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.