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

Heritage Wealth Partners’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
2025 Q1	$309K	Sell	601 -9	-1%	-$4.87K	0.47%	40
2024 Q4	$329K	Buy	610 +7	+1%	+$3.79K	0.41%	46
2024 Q3	$318K	Buy	603 +9	+2%	+$4.58K	0.37%	48
2024 Q2	$297K	Buy	594 +40	+7%	+$19.2K	0.43%	44
2024 Q1	$242K	Hold	554	–	–	0.49%	36
2023 Q4	$242K	Buy	554 +3	+0.5%	+$1.23K	0.49%	36
2023 Q3	$216K	Buy	551 +46	+9%	+$18.8K	0.46%	37
2023 Q2	$205K	Buy	+505	New	+$195K	0.12%	67

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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

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

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

Heritage Wealth Partners's VOO Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q1 2025, selling an estimated $4.87K and leaving 601 shares worth $309K. The position accounts for 0.47% of the portfolio, ranked #40.

Heritage Wealth Partners first reported a position in VOO in Q2 2023 and has held it in 8 quarters since. The position peaked at $329K in Q4 2024. 3,332 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Heritage Wealth Partners held 601 shares of Vanguard S&P 500 ETF worth $309K as of Q1 2025.
Heritage Wealth Partners sold 9 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $4.87K.
Vanguard S&P 500 ETF made up 0.47% of Heritage Wealth Partners's portfolio in Q1 2025, its #40 holding.
Heritage Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 8 quarters since.
Heritage Wealth Partners's Vanguard S&P 500 ETF position peaked at $329K in Q4 2024.
3,332 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.