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Henderson Brothers Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Henderson Brothers Financial Partners’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 		$261K Sell
380
-400
-51% -$267K 0.12% 66
2026
Q1 		$466K Buy
+780
New +$488K 0.12% 65

Other funds holding VOO

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Raymond James Financial
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California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Henderson Brothers Financial Partners's VOO Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 51% in Q2 2026, selling an estimated $267K and leaving 380 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #66.

Henderson Brothers Financial Partners first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. The position peaked at $466K in Q1 2026. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Henderson Brothers Financial Partners held 380 shares of Vanguard S&P 500 ETF worth $261K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 400 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $267K.
  • Vanguard S&P 500 ETF made up 0.12% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #66 holding.
  • Henderson Brothers Financial Partners first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • Henderson Brothers Financial Partners's Vanguard S&P 500 ETF position peaked at $466K in Q1 2026.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.