Herold Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Herold Advisors’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 Q3	$984K	Buy	1,404 +29	+2%	+$20.3K	0.19%	119
2026 Q2	$945K	Buy	1,375 +45	+3%	+$30K	0.19%	121
2026 Q1	$795K	Buy	1,330 +443	+50%	+$277K	0.17%	129
2025 Q4	$556K	Sell	887 -63	-7%	-$39.2K	0.12%	162
2025 Q3	$582K	Buy	950 +343	+57%	+$202K	0.13%	150
2025 Q2	$345K	Sell	607 -19	-3%	-$10K	0.07%	219
2025 Q1	$322K	Sell	626 -86	-12%	-$46.5K	0.07%	211
2024 Q4	$384K	Sell	712 -2	-0.3%	-$1.08K	0.08%	202
2024 Q3	$377K	Buy	+714	New	+$363K	0.08%	209
2022 Q2	–	Sell	-50	Closed	-$20.8K	–	663
2022 Q1	$20.8K	Buy	+50	New	+$20.5K	0.01%	504
2021 Q4	–	Sell	-228	Closed	-$89K	–	637
2021 Q3	$89K	Buy	+228	New	+$92.5K	0.03%	293

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Herold Advisors's VOO Position: Q3 2026 in Review

Herold Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q3 2026, buying an estimated $20.3K and bringing the position to 1,404 shares worth $984K. The position accounts for 0.19% of the portfolio, ranked #119.

Herold Advisors first reported a position in VOO in Q3 2021 and has held it in 11 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Herold Advisors held 1,404 shares of Vanguard S&P 500 ETF worth $984K as of Q3 2026.
Herold Advisors bought 29 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $20.3K.
Vanguard S&P 500 ETF made up 0.19% of Herold Advisors's portfolio in Q3 2026, its #119 holding.
Herold Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 11 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.