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

Hegarty 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 		$16.2M Sell
23,534
-1,045
-4% -$697K 11.12% 2
2026
Q1 		$14.7M Buy
24,579
+435
+2% +$272K 11.58% 2
2025
Q4 		$15.1M Buy
+24,144
New +$15M 13.15% 1

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hegarty Advisors's VOO Position: Q2 2026 in Review

Hegarty Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q2 2026, selling an estimated $697K and leaving 23,534 shares worth $16.2M. The position accounts for 11.12% of the portfolio, ranked #2.

Hegarty Advisors first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 2,953 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Hegarty Advisors held 23,534 shares of Vanguard S&P 500 ETF worth $16.2M as of Q2 2026.
  • Hegarty Advisors sold 1,045 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $697K.
  • Vanguard S&P 500 ETF made up 11.12% of Hegarty Advisors's portfolio in Q2 2026, its #2 holding.
  • Hegarty Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,953 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.