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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
Q3 		$4.6M Buy
6,557
+2,952
+82% +$2.06M 2.62% 12
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Herbst Group's VOO Position: Q3 2026 in Review

Herbst Group increased its Vanguard S&P 500 ETF (VOO) stake by 82% in Q3 2026, buying an estimated $2.06M and bringing the position to 6,557 shares worth $4.6M. The position accounts for 2.62% of the portfolio, ranked #12.

Herbst Group first reported a position in VOO in Q3 2023 and has held it in 13 quarters since. 1,056 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Herbst Group held 6,557 shares of Vanguard S&P 500 ETF worth $4.6M as of Q3 2026.
  • Herbst Group bought 2,952 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.06M.
  • Vanguard S&P 500 ETF made up 2.62% of Herbst Group's portfolio in Q3 2026, its #12 holding.
  • Herbst Group first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.