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

Heritage 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 Q1	$22.5M	Buy	37,617 +2,002	+6%	+$1.25M	0.88%	27
2025 Q4	$22.3M	Sell	35,615 -754	-2%	-$469K	0.85%	28
2025 Q3	$22.3M	Sell	36,369 -288	-0.8%	-$170K	0.97%	27
2025 Q2	$20.8M	Sell	36,657 -67	-0.2%	-$35.2K	0.99%	27
2025 Q1	$18.9M	Buy	36,724 +29,619	+417%	+$16M	0.96%	27
2024 Q4	$3.83M	Sell	7,105 -48,396	-87%	-$26.2M	0.19%	44
2024 Q3	$29.3M	Buy	55,501 +18,403	+50%	+$9.35M	1.37%	27
2024 Q2	$18.6M	Buy	37,098 +11	+0%	+$5.29K	0.84%	32
2024 Q1	$17.8M	Buy	37,087 +18	+0%	+$8.24K	0.81%	31
2023 Q4	$16.2M	Buy	37,069 +36,488	+6,280%	+$14.9M	0.81%	31
2023 Q3	$228K	Hold	581	–	–	0.01%	188
2023 Q2	$237K	Hold	581	–	–	0.01%	193
2023 Q1	$218K	Hold	581	–	–	0.01%	194
2022 Q4	$204K	Hold	581	–	–	0.01%	206
2022 Q3	$191K	Hold	581	–	–	0.01%	200
2022 Q2	$202K	Hold	581	–	–	0.01%	196
2022 Q1	$241K	Hold	581	–	–	0.01%	183
2021 Q4	$254K	Hold	581	–	–	0.01%	183
2021 Q3	$229K	Hold	581	–	–	0.01%	187
2021 Q2	$229K	Hold	581	–	–	0.01%	191
2021 Q1	$212K	Sell	581 -65	-10%	-$23.1K	0.01%	202
2020 Q4	$222K	Hold	646	–	–	0.01%	187
2020 Q3	$199K	Sell	646 -70	-10%	-$21.3K	0.03%	150
2020 Q2	$203K	Sell	716 -76	-10%	-$20.5K	0.03%	139
2020 Q1	$188K	Hold	792	–	–	0.03%	134
2019 Q4	$234K	Buy	792 +211	+36%	+$59.7K	0.03%	153
2019 Q3	$158K	Hold	581	–	–	0.02%	175
2019 Q2	$156K	Buy	+581	New	+$154K	0.02%	160

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Heritage Wealth Advisors's VOO Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.6% in Q1 2026, buying an estimated $1.25M and bringing the position to 37,617 shares worth $22.5M. The position accounts for 0.88% of the portfolio, ranked #27.

Heritage Wealth Advisors first reported a position in VOO in Q2 2019 and has held it in 28 quarters since. The position peaked at $29.3M in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Heritage Wealth Advisors held 37,617 shares of Vanguard S&P 500 ETF worth $22.5M as of Q1 2026.
Heritage Wealth Advisors bought 2,002 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25M.
Vanguard S&P 500 ETF made up 0.88% of Heritage Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Heritage Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
Heritage Wealth Advisors's Vanguard S&P 500 ETF position peaked at $29.3M in Q3 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.