Hershey Financial Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

Hershey Financial Advisers’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	$1.86M	Buy	2,710 +197	+8%	+$131K	1.34%	27
2026 Q1	$1.5M	Buy	2,513 +77	+3%	+$48.2K	1.3%	31
2025 Q4	$1.53M	Buy	2,436 +310	+15%	+$193K	1.29%	36
2025 Q3	$1.3M	Sell	2,126 -42	-2%	-$24.8K	1.12%	36
2025 Q2	$1.23M	Buy	+2,168	New	+$1.14M	1.1%	35
2024 Q4	$1.12M	Buy	+2,082	New	+$1.13M	0.99%	39
2024 Q2	$321K	Buy	+641	New	+$308K	0.29%	46

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

Hershey Financial Advisers's VOO Position: Q2 2026 in Review

Hershey Financial Advisers increased its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q2 2026, buying an estimated $131K and bringing the position to 2,710 shares worth $1.86M. The position accounts for 1.34% of the portfolio, ranked #27.

Hershey Financial Advisers first reported a position in VOO in Q2 2024 and has held it in 7 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Hershey Financial Advisers held 2,710 shares of Vanguard S&P 500 ETF worth $1.86M as of Q2 2026.
Hershey Financial Advisers bought 197 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $131K.
Vanguard S&P 500 ETF made up 1.34% of Hershey Financial Advisers's portfolio in Q2 2026, its #27 holding.
Hershey Financial Advisers first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.