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

Heritage Wealth Architects’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	$664K	Sell	938 -72	-7%	-$50.3K	0.27%	38
2026 Q2	$696K	Hold	1,010	–	–	0.28%	41
2026 Q1	$669K	Buy	1,010 +303	+43%	+$189K	0.28%	41
2025 Q4	$448K	Hold	707	–	–	0.21%	49
2025 Q3	$433K	Sell	707 -14	-2%	-$8.25K	0.27%	42
2025 Q2	$410K	Buy	721 +37	+5%	+$19.4K	0.3%	34
2025 Q1	$352K	Buy	+684	New	+$370K	0.34%	25

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Heritage Wealth Architects's VOO Position: Q3 2026 in Review

Heritage Wealth Architects reduced its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q3 2026, selling an estimated $50.3K and leaving 938 shares worth $664K. The position accounts for 0.27% of the portfolio, ranked #38.

Heritage Wealth Architects first reported a position in VOO in Q1 2025 and has held it in 7 quarters since. The position peaked at $696K in Q2 2026. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Heritage Wealth Architects held 938 shares of Vanguard S&P 500 ETF worth $664K as of Q3 2026.
Heritage Wealth Architects sold 72 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $50.3K.
Vanguard S&P 500 ETF made up 0.27% of Heritage Wealth Architects's portfolio in Q3 2026, its #38 holding.
Heritage Wealth Architects first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
Heritage Wealth Architects's Vanguard S&P 500 ETF position peaked at $696K in Q2 2026.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.