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 Q3	$18.2M	Buy	25,921 +2,387	+10%	+$1.67M	11.23%	2
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hegarty Advisors's VOO Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q3 2026, buying an estimated $1.67M and bringing the position to 25,921 shares worth $18.2M. The position accounts for 11.23% of the portfolio, ranked #2.

Hegarty Advisors first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Hegarty Advisors held 25,921 shares of Vanguard S&P 500 ETF worth $18.2M as of Q3 2026.
Hegarty Advisors bought 2,387 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.67M.
Vanguard S&P 500 ETF made up 11.23% of Hegarty Advisors's portfolio in Q3 2026, its #2 holding.
Hegarty Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.