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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

High Net Worth Advisory Group's VOO Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q1 2026, buying an estimated $445K and bringing the position to 46,889 shares worth $28M. The position accounts for 6.53% of the portfolio, ranked #1.

High Net Worth Advisory Group first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $29M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • High Net Worth Advisory Group held 46,889 shares of Vanguard S&P 500 ETF worth $28M as of Q1 2026.
  • High Net Worth Advisory Group bought 711 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $445K.
  • Vanguard S&P 500 ETF made up 6.53% of High Net Worth Advisory Group's portfolio in Q1 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 18 quarters since.
  • High Net Worth Advisory Group's Vanguard S&P 500 ETF position peaked at $29M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.