Henson-Edgewater Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Henson-Edgewater 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	$2.86M	Buy	4,030 +558	+16%	+$372K	1.49%	19
2026 Q1	$2.07M	Sell	3,472 -35	-1%	-$21.9K	1.32%	23
2025 Q4	$2.2M	Buy	+3,507	New	+$2.18M	1.3%	23

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Henson-Edgewater Management's VOO Position: Q2 2026 in Review

Henson-Edgewater Management increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $372K and bringing the position to 4,030 shares worth $2.86M. The position accounts for 1.49% of the portfolio, ranked #19.

Henson-Edgewater Management first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Henson-Edgewater Management held 4,030 shares of Vanguard S&P 500 ETF worth $2.86M as of Q2 2026.
Henson-Edgewater Management bought 558 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $372K.
Vanguard S&P 500 ETF made up 1.49% of Henson-Edgewater Management's portfolio in Q2 2026, its #19 holding.
Henson-Edgewater Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.