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 Q2	$1.58M	Buy	2,301 +2	+0.1%	+$1.33K	0.6%	39
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Heritage Wealth Management (California)'s VOO Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Vanguard S&P 500 ETF (VOO) stake by 0.09% in Q2 2026, buying an estimated $1.33K and bringing the position to 2,301 shares worth $1.58M. The position accounts for 0.6% of the portfolio, ranked #39.

Heritage Wealth Management (California) first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2024. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Heritage Wealth Management (California) held 2,301 shares of Vanguard S&P 500 ETF worth $1.58M as of Q2 2026.
Heritage Wealth Management (California) bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.6% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #39 holding.
Heritage Wealth Management (California) first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Management (California)'s Vanguard S&P 500 ETF position peaked at $1.59M in Q4 2024.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.