HIG
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Heritage Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Heritage Investment 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 		$2.41M Buy
3,515
+11
+0.3% +$7.33K 0.32% 27
2026
Q1 		$2.09M Sell
3,504
-43
-1% -$26.9K 0.32% 27
2025
Q4 		$2.22M Sell
3,547
-17
-0.5% -$10.6K 0.34% 27
2025
Q3 		$2.18M Sell
3,564
-111
-3% -$65.4K 0.35% 27
2025
Q2 		$2.09M Hold
3,675
– – 0.36% 26
2025
Q1 		$1.89M Buy
3,675
+1,398
+61% +$756K 0.36% 24
2024
Q4 		$1.23M Sell
2,277
-26
-1% -$14.1K 0.23% 32
2024
Q3 		$1.22M Buy
2,303
+46
+2% +$23.4K 0.23% 33
2024
Q2 		$1.13M Buy
2,257
+96
+4% +$46.2K 0.23% 31
2024
Q1 		$1.04M Buy
2,161
+920
+74% +$421K 0.21% 34
2023
Q4 		$542K Hold
1,241
– – 0.12% 43
2023
Q3 		$487K Hold
1,241
– – 0.13% 48
2023
Q2 		$505K Hold
1,241
– – 0.14% 48
2023
Q1 		$467K Hold
1,241
– – 0.14% 43
2022
Q4 		$436K Buy
1,241
+307
+33% +$108K 0.14% 45
2022
Q3 		$307K Buy
934
+288
+45% +$105K 0.19% 55
2022
Q2 		$224K Hold
646
– – 0.13% 72
2022
Q1 		$268K Hold
646
– – 0.19% 70
2021
Q4 		$282K Buy
+646
New +$273K 0.22% 63

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Heritage Investment Group's VOO Position: Q2 2026 in Review

Heritage Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.31% in Q2 2026, buying an estimated $7.33K and bringing the position to 3,515 shares worth $2.41M. The position accounts for 0.32% of the portfolio, ranked #27.

Heritage Investment Group first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 2,261 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Heritage Investment Group held 3,515 shares of Vanguard S&P 500 ETF worth $2.41M as of Q2 2026.
  • Heritage Investment Group bought 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
  • Vanguard S&P 500 ETF made up 0.32% of Heritage Investment Group's portfolio in Q2 2026, its #27 holding.
  • Heritage Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,261 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.