Heritage Wealth Management (California)’s Vanguard S&P 500 ETF VOO Stock Holding History

Heritage Wealth Management (California)’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	$1.37M	Buy	2,299 +3	+0.1%	+$1.88K	0.76%	38
2025 Q4	$1.44M	Buy	2,296 +8	+0.3%	+$4.97K	0.92%	35
2025 Q3	$1.4M	Buy	2,288 +3	+0.1%	+$1.77K	0.94%	34
2025 Q2	$1.3M	Sell	2,285 -750	-25%	-$394K	0.87%	31
2025 Q1	$1.56M	Buy	3,035 +92	+3%	+$49.7K	1.17%	27
2024 Q4	$1.59M	Buy	2,943 +1,469	+100%	+$796K	1.14%	24
2024 Q3	$778K	Buy	1,474 +569	+63%	+$289K	0.55%	43
2024 Q2	$453K	Hold	905	–	–	0.33%	52
2024 Q1	$435K	Buy	905 +417	+85%	+$191K	0.33%	50
2023 Q4	$213K	Buy	+488	New	+$200K	0.17%	75

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 Management (California)'s VOO Position: Q1 2026 in Review

Heritage Wealth Management (California) increased its Vanguard S&P 500 ETF (VOO) stake by 0.13% in Q1 2026, buying an estimated $1.88K and bringing the position to 2,299 shares worth $1.37M. The position accounts for 0.76% of the portfolio, ranked #38.

Heritage Wealth Management (California) first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Heritage Wealth Management (California) held 2,299 shares of Vanguard S&P 500 ETF worth $1.37M as of Q1 2026.
Heritage Wealth Management (California) bought 3 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.88K.
Vanguard S&P 500 ETF made up 0.76% of Heritage Wealth Management (California)'s portfolio in Q1 2026, its #38 holding.
Heritage Wealth Management (California) first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Heritage Wealth Management (California)'s Vanguard S&P 500 ETF position peaked at $1.59M in Q4 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q1 2026, filed 11 May 2026.