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

HHM Wealth 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	$1.89M	Buy	2,751 +33	+1%	+$22K	0.19%	50
2026 Q1	$1.62M	Buy	2,718 +32	+1%	+$20K	0.19%	51
2025 Q4	$1.68M	Buy	2,686 +9	+0.3%	+$5.59K	0.2%	50
2025 Q3	$1.64M	Buy	2,677 +10	+0.4%	+$5.89K	0.19%	51
2025 Q2	$1.51M	Sell	2,667 -41	-2%	-$21.5K	0.18%	53
2025 Q1	$1.39M	Buy	2,708 +49	+2%	+$26.5K	0.19%	52
2024 Q4	$1.43M	Sell	2,659 -447	-14%	-$242K	0.19%	56
2024 Q3	$1.64M	Buy	3,106 +10	+0.3%	+$5.08K	0.23%	43
2024 Q2	$1.55M	Buy	3,096 +313	+11%	+$151K	0.23%	45
2024 Q1	$1.34M	Buy	2,783 +19	+0.7%	+$8.7K	0.22%	43
2023 Q4	$1.21M	Sell	2,764 -12	-0.4%	-$4.91K	0.21%	41
2023 Q3	$1.09M	Buy	2,776 +1	+0%	+$409	0.21%	37
2023 Q2	$1.13M	Sell	2,775 -1	-0%	-$386	0.21%	36
2023 Q1	$1.04M	Buy	2,776 +772	+39%	+$283K	0.21%	35
2022 Q4	$704K	Buy	2,004 +303	+18%	+$107K	0.16%	49
2022 Q3	$559K	Buy	1,701 +1	+0.1%	+$365	0.15%	49
2022 Q2	$590K	Buy	1,700 +1	+0.1%	+$377	0.15%	56
2022 Q1	$705K	Buy	1,699 +1	+0.1%	+$409	0.16%	53
2021 Q4	$741K	Buy	1,698 +2	+0.1%	+$844	0.18%	49
2021 Q3	$669K	Sell	1,696 -312	-16%	-$127K	0.18%	54
2021 Q2	$790K	Buy	2,008 +418	+26%	+$160K	0.21%	41
2021 Q1	$579K	Buy	1,590 +1,271	+398%	+$451K	0.18%	56
2020 Q4	$109K	Buy	319 +3	+0.9%	+$978	0.04%	160
2020 Q3	$97K	Buy	316 +2	+0.6%	+$609	0.04%	152
2020 Q2	$89K	Hold	314	–	–	0.04%	159
2020 Q1	$74K	Sell	314 -883	-74%	-$247K	0.04%	160
2019 Q4	$354K	Buy	1,197 +3	+0.3%	+$849	0.17%	55
2019 Q3	$326K	Buy	1,194 +309	+35%	+$83.9K	0.19%	56
2019 Q2	$238K	Hold	885	–	–	0.14%	65
2019 Q1	$230K	Hold	885	–	–	0.15%	62
2018 Q4	$203K	Buy	+885	New	+$219K	0.15%	59

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

HHM Wealth Advisors's VOO Position: Q2 2026 in Review

HHM Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, buying an estimated $22K and bringing the position to 2,751 shares worth $1.89M. The position accounts for 0.19% of the portfolio, ranked #50.

HHM Wealth Advisors first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

HHM Wealth Advisors held 2,751 shares of Vanguard S&P 500 ETF worth $1.89M as of Q2 2026.
HHM Wealth Advisors bought 33 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $22K.
Vanguard S&P 500 ETF made up 0.19% of HHM Wealth Advisors's portfolio in Q2 2026, its #50 holding.
HHM Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.