Heirloom Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Heirloom Wealth Management’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 Q1	$2.49M	Buy	+4,169	New	+$2.61M	0.45%	30

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Heirloom Wealth Management's VOO Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 4,169 shares worth $2.49M. The stake represents 0.45% of the portfolio and ranks #30 among its holdings.

3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Heirloom Wealth Management held 4,169 shares of Vanguard S&P 500 ETF worth $2.49M as of Q1 2026.
Vanguard S&P 500 ETF was a new Heirloom Wealth Management position in Q1 2026.
Vanguard S&P 500 ETF made up 0.45% of Heirloom Wealth Management's portfolio in Q1 2026, its #30 holding.
3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.