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Hengehold Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Hengehold Capital 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
Q2 		$3.07M Sell
4,466
-59
-1% -$39.3K 0.24% 70
2026
Q1 		$2.7M Buy
4,525
+801
+22% +$501K 0.24% 71
2025
Q4 		$2.34M Buy
3,724
+33
+0.9% +$20.5K 0.2% 76
2025
Q3 		$2.26M Buy
3,691
+17
+0.5% +$10K 0.19% 75
2025
Q2 		$2.09M Sell
3,674
-169
-4% -$88.8K 0.19% 71
2025
Q1 		$1.97M Buy
3,843
+20
+0.5% +$10.8K 0.19% 70
2024
Q4 		$2.06M Buy
3,823
+574
+18% +$311K 0.19% 69
2024
Q3 		$1.71M Buy
3,249
+272
+9% +$138K 0.16% 70
2024
Q2 		$1.49M Buy
2,977
+1,380
+86% +$664K 0.15% 72
2024
Q1 		$768K Buy
1,597
+118
+8% +$54K 0.08% 92
2023
Q4 		$646K Buy
1,479
+19
+1% +$7.78K 0.08% 89
2023
Q3 		$573K Buy
1,460
+4
+0.3% +$1.64K 0.07% 91
2023
Q2 		$593K Buy
1,456
+4
+0.3% +$1.54K 0.08% 89
2023
Q1 		$546K Buy
1,452
+3
+0.2% +$1.1K 0.08% 94
2022
Q4 		$509K Sell
1,449
-377
-21% -$133K 0.07% 100
2022
Q3 		$600K Buy
1,826
+19
+1% +$6.94K 0.09% 77
2022
Q2 		$627K Buy
1,807
+1,072
+146% +$404K 0.09% 74
2022
Q1 		$305K Buy
+735
New +$301K 0.04% 126

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Hengehold Capital Management's VOO Position: Q2 2026 in Review

Hengehold Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, selling an estimated $39.3K and leaving 4,466 shares worth $3.07M. The position accounts for 0.24% of the portfolio, ranked #70.

Hengehold Capital Management first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Hengehold Capital Management held 4,466 shares of Vanguard S&P 500 ETF worth $3.07M as of Q2 2026.
  • Hengehold Capital Management sold 59 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $39.3K.
  • Vanguard S&P 500 ETF made up 0.24% of Hengehold Capital Management's portfolio in Q2 2026, its #70 holding.
  • Hengehold Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.