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Herbst Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Herbst Group’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 		$2.48M Buy
3,605
+444
+14% +$296K 1.35% 35
2026
Q1 		$1.89M Buy
3,161
+658
+26% +$412K 1.17% 37
2025
Q4 		$1.57M Buy
2,503
+70
+3% +$43.5K 0.92% 40
2025
Q3 		$1.49M Buy
2,433
+13
+0.5% +$7.66K 0.93% 40
2025
Q2 		$1.37M Buy
2,420
+470
+24% +$247K 0.82% 41
2025
Q1 		$1M Buy
1,950
+143
+8% +$77.3K 0.71% 41
2024
Q4 		$974K Sell
1,807
-1
-0.1% -$542 0.61% 48
2024
Q3 		$954K Buy
1,808
+26
+1% +$13.2K 0.59% 49
2024
Q2 		$891K Sell
1,782
-27
-1% -$13K 0.54% 53
2024
Q1 		$870K Sell
1,809
-37
-2% -$16.9K 0.54% 52
2023
Q4 		$806K Buy
1,846
+638
+53% +$261K 0.52% 52
2023
Q3 		$474K Buy
+1,208
New +$494K 0.34% 59

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Herbst Group's VOO Position: Q2 2026 in Review

Herbst Group increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $296K and bringing the position to 3,605 shares worth $2.48M. The position accounts for 1.35% of the portfolio, ranked #35.

Herbst Group first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Herbst Group held 3,605 shares of Vanguard S&P 500 ETF worth $2.48M as of Q2 2026.
  • Herbst Group bought 444 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $296K.
  • Vanguard S&P 500 ETF made up 1.35% of Herbst Group's portfolio in Q2 2026, its #35 holding.
  • Herbst Group first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.