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 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%	-$9.98K	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

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

Herold Advisors's VOO Position: Q1 2026 in Review

Herold Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 50% in Q1 2026, buying an estimated $277K and bringing the position to 1,330 shares worth $795K. The position accounts for 0.17% of the portfolio, ranked #129.

Herold Advisors first reported a position in VOO in Q3 2021 and has held it in 9 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Herold Advisors held 1,330 shares of Vanguard S&P 500 ETF worth $795K as of Q1 2026.
Herold Advisors bought 443 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $277K.
Vanguard S&P 500 ETF made up 0.17% of Herold Advisors's portfolio in Q1 2026, its #129 holding.
Herold Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 9 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.