High Net Worth Advisory Group
VOO icon

High Net Worth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

High Net Worth Advisory Group’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
Q3 		$31.7M Sell
45,164
-1,499
-3% -$1.05M 6.65% 1
2026
Q2 		$32M Sell
46,663
-226
-0.5% -$151K 6.8% 1
2026
Q1 		$28M Buy
46,889
+711
+2% +$445K 6.53% 1
2025
Q4 		$29M Buy
46,178
+1,574
+4% +$978K 6.67% 1
2025
Q3 		$27.3M Buy
44,604
+215
+0.5% +$127K 6.57% 1
2025
Q2 		$25.2M Buy
44,389
+1,138
+3% +$598K 6.68% 1
2025
Q1 		$22.2M Buy
43,251
+2,064
+5% +$1.12M 6.27% 1
2024
Q4 		$22.2M Buy
41,187
+570
+1% +$309K 6.2% 1
2024
Q3 		$21.4M Sell
40,617
-1,421
-3% -$722K 5.87% 1
2024
Q2 		$21M Buy
42,038
+96
+0.2% +$46.2K 6.37% 1
2024
Q1 		$20.2M Buy
41,942
+463
+1% +$212K 6.35% 1
2023
Q4 		$18.1M Buy
41,479
+14
+0% +$5.73K 6.73% 1
2023
Q3 		$16.3M Buy
41,465
+346
+0.8% +$141K 6.53% 1
2023
Q2 		$16.7M Sell
41,119
-1,954
-5% -$754K 6.5% 1
2023
Q1 		$16.2M Sell
43,073
-632
-1% -$232K 6.6% 1
2022
Q4 		$15.4M Buy
43,705
+1,491
+4% +$527K 5.97% 1
2022
Q3 		$13.9M Buy
42,214
+916
+2% +$335K 5.92% 1
2022
Q2 		$14.3M Buy
41,298
+814
+2% +$307K 5.94% 1
2022
Q1 		$16.8M Buy
40,484
+2,681
+7% +$1.1M 6.11% 1
2021
Q4 		$16.5M Buy
+37,803
New +$16M 5.76% 1

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

High Net Worth Advisory Group's VOO Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.2% in Q3 2026, selling an estimated $1.05M and leaving 45,164 shares worth $31.7M. The position accounts for 6.65% of the portfolio, ranked #1.

High Net Worth Advisory Group first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $32M in Q2 2026. 2,700 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • High Net Worth Advisory Group held 45,164 shares of Vanguard S&P 500 ETF worth $31.7M as of Q3 2026.
  • High Net Worth Advisory Group sold 1,499 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.05M.
  • Vanguard S&P 500 ETF made up 6.65% of High Net Worth Advisory Group's portfolio in Q3 2026, its #1 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's Vanguard S&P 500 ETF position peaked at $32M in Q2 2026.
  • 2,700 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.