HNWAG
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
Q2 		$32M Sell
46,663
-226
-0.5% -$151K 6.81% 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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

High Net Worth Advisory Group's VOO Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.48% in Q2 2026, selling an estimated $151K and leaving 46,663 shares worth $32M. The position accounts for 6.81% of the portfolio, ranked #1.

High Net Worth Advisory Group first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • High Net Worth Advisory Group held 46,663 shares of Vanguard S&P 500 ETF worth $32M as of Q2 2026.
  • High Net Worth Advisory Group sold 226 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $151K.
  • Vanguard S&P 500 ETF made up 6.81% of High Net Worth Advisory Group's portfolio in Q2 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 19 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.