HWA
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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
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

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Heritage Wealth Architects's VOO Position: Q2 2026 in Review

Heritage Wealth Architects held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,010 shares worth $696K. The position accounts for 0.28% of the portfolio, ranked #41.

Heritage Wealth Architects first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Heritage Wealth Architects held 1,010 shares of Vanguard S&P 500 ETF worth $696K as of Q2 2026.
  • Heritage Wealth Architects left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.28% of Heritage Wealth Architects's portfolio in Q2 2026, its #41 holding.
  • Heritage Wealth Architects first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.