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

Heritage Wealth Management (Ohio)’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	$2.88M	Buy	+4,186	New	+$2.79M	0.72%	34
2026 Q1	–	Sell	-3,928	Closed	-$2.46M	–	253
2025 Q4	$2.46M	Buy	3,928 +124	+3%	+$77.1K	0.69%	33
2025 Q3	$2.33M	Sell	3,804 -294	-7%	-$173K	0.68%	32
2025 Q2	$2.33M	Buy	4,098 +139	+4%	+$73.1K	0.75%	29
2025 Q1	$2.03M	Sell	3,959 -1,356	-26%	-$733K	0.69%	34
2024 Q4	$2.86M	Buy	5,315 +175	+3%	+$94.8K	0.95%	18
2024 Q3	$2.71M	Sell	5,140 -4,932	-49%	-$2.51M	0.89%	20
2024 Q2	$5.14M	Buy	+10,072	New	+$4.85M	1.72%	8

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 (Ohio)'s VOO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 4,186 shares worth $2.88M. The stake represents 0.72% of the portfolio and ranks #34 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VOO as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.14M in Q2 2024. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Heritage Wealth Management (Ohio) held 4,186 shares of Vanguard S&P 500 ETF worth $2.88M as of Q2 2026.
Vanguard S&P 500 ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard S&P 500 ETF made up 0.72% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #34 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Vanguard S&P 500 ETF position peaked at $5.14M in Q2 2024.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.