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Heritage Oak Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Heritage Oak Wealth Advisors’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 		$260K Buy
+379
New +$253K 0.08% 82
2025
Q2 		– Sell
-392
Closed -$201K – 81
2025
Q1 		$201K Buy
+392
New +$212K 0.09% 68
2024
Q4 		– Sell
-2,229
Closed -$1.18M – 183
2024
Q3 		$1.18M Buy
+2,229
New +$1.13M 0.54% 42

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Heritage Oak Wealth Advisors's VOO Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 379 shares worth $260K. The stake represents 0.08% of the portfolio and ranks #82 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in VOO as recently as Q1 2025.

Heritage Oak Wealth Advisors first reported a position in VOO in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.18M in Q3 2024. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Heritage Oak Wealth Advisors held 379 shares of Vanguard S&P 500 ETF worth $260K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.08% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Heritage Oak Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 3 quarters since.
  • Heritage Oak Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.18M in Q3 2024.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.