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

Hemington 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
2025
Q3 		$3.59M Hold
5,859
– – 0.47% 28
2025
Q2 		$3.33M Hold
5,859
– – 0.48% 28
2025
Q1 		$3.01M Sell
5,859
-10
-0.2% -$5.41K 0.47% 26
2024
Q4 		$3.16M Buy
5,869
+21
+0.4% +$11.4K 0.8% 23
2024
Q3 		$3.06M Buy
5,848
+12
+0.2% +$6.1K 0.82% 23
2024
Q2 		$2.92M Buy
5,836
+8
+0.1% +$3.85K 0.98% 22
2024
Q1 		$2.8M Hold
5,828
– – 1.02% 19
2023
Q4 		$2.55M Sell
5,828
-50
-0.9% -$20.5K 0.98% 19
2023
Q3 		$2.31M Sell
5,878
-882
-13% -$361K 1.1% 17
2023
Q2 		$2.75M Buy
6,760
+917
+16% +$354K 1.12% 17
2023
Q1 		$2.2M Hold
5,843
– – 0.89% 18
2022
Q4 		$2.05M Sell
5,843
-539
-8% -$190K 0.88% 18
2022
Q3 		$2.1M Sell
6,382
-396
-6% -$145K 0.91% 18
2022
Q2 		$2.35M Sell
6,778
-282
-4% -$106K 0.93% 17
2022
Q1 		$2.93M Buy
7,060
+242
+4% +$99.1K 0.98% 15
2021
Q4 		$2.34M Sell
6,818
-60
-0.9% -$25.3K 1.09% 15
2021
Q3 		$2.71M Hold
6,878
– – 1% 14
2021
Q2 		$2.71M Sell
6,878
-10
-0.1% -$3.84K 1.15% 12
2021
Q1 		$2.51M Buy
6,888
+70
+1% +$24.8K 1.07% 14
2020
Q4 		$2.34M Buy
+6,818
New +$2.22M 1.09% 15

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hemington Wealth Management's VOO Position: Q3 2025 in Review

Hemington Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2025 at 5,859 shares worth $3.59M. The position accounts for 0.47% of the portfolio, ranked #28.

Hemington Wealth Management first reported a position in VOO in Q4 2020 and has held it in 20 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Hemington Wealth Management held 5,859 shares of Vanguard S&P 500 ETF worth $3.59M as of Q3 2025.
  • Hemington Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2025.
  • Vanguard S&P 500 ETF made up 0.47% of Hemington Wealth Management's portfolio in Q3 2025, its #28 holding.
  • Hemington Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.