Higgins & Schmidt Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$360K	Hold	524	–	–	0.15%	48
2026 Q1	$313K	Sell	524 -26	-5%	-$16.3K	0.14%	49
2025 Q4	$345K	Buy	550 +31	+6%	+$19.3K	0.16%	47
2025 Q3	$318K	Sell	519 -26	-5%	-$15.3K	0.16%	45
2025 Q2	$310K	Hold	545	–	–	0.17%	44
2025 Q1	$280K	Sell	545 -1	-0.2%	-$541	0.17%	41
2024 Q4	$294K	Sell	546 -182	-25%	-$98.6K	0.18%	41
2024 Q3	$384K	Hold	728	–	–	0.25%	36
2024 Q2	$364K	Buy	728 +21	+3%	+$10.1K	0.26%	34
2024 Q1	$340K	Buy	707 +71	+11%	+$32.5K	0.25%	36
2023 Q4	$278K	Buy	+636	New	+$260K	0.22%	36

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's VOO Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 524 shares worth $360K. The position accounts for 0.15% of the portfolio, ranked #48.

Higgins & Schmidt Wealth Strategies first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $384K in Q3 2024. 2,123 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 524 shares of Vanguard S&P 500 ETF worth $360K as of Q2 2026.
Higgins & Schmidt Wealth Strategies left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.15% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #48 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Higgins & Schmidt Wealth Strategies's Vanguard S&P 500 ETF position peaked at $384K in Q3 2024.
2,123 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.