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 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%	-$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

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

Herold Advisors's VOO Position: Q2 2026 in Review

Herold Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q2 2026, buying an estimated $30K and bringing the position to 1,375 shares worth $945K. The position accounts for 0.19% of the portfolio, ranked #121.

Herold Advisors first reported a position in VOO in Q3 2021 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Herold Advisors held 1,375 shares of Vanguard S&P 500 ETF worth $945K as of Q2 2026.
Herold Advisors bought 45 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30K.
Vanguard S&P 500 ETF made up 0.19% of Herold Advisors's portfolio in Q2 2026, its #121 holding.
Herold Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 10 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.