Heirloom Wealth Management
VOO icon

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
Q3 		$2.64M Buy
3,772
+159
+4% +$111K 0.34% 32
2026
Q2 		$2.48M Sell
3,613
-556
-13% -$371K 0.36% 30
2026
Q1 		$2.49M Buy
+4,169
New +$2.61M 0.45% 30

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Heirloom Wealth Management's VOO Position: Q3 2026 in Review

Heirloom Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.4% in Q3 2026, buying an estimated $111K and bringing the position to 3,772 shares worth $2.64M. The position accounts for 0.34% of the portfolio, ranked #32.

Heirloom Wealth Management first reported a position in VOO in Q1 2026 and has held it in 3 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Heirloom Wealth Management held 3,772 shares of Vanguard S&P 500 ETF worth $2.64M as of Q3 2026.
  • Heirloom Wealth Management bought 159 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $111K.
  • Vanguard S&P 500 ETF made up 0.34% of Heirloom Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Heirloom Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.