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Highland Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Highland Financial 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 		$568K Buy
827
+1
+0.1% +$667 0.12% 45
2026
Q1 		$494K Buy
826
+362
+78% +$226K 0.13% 43
2025
Q4 		$291K Hold
464
– – 0.08% 46
2025
Q3 		$284K Buy
+464
New +$274K 0.08% 45

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highland Financial Advisors's VOO Position: Q2 2026 in Review

Highland Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.12% in Q2 2026, buying an estimated $667 and bringing the position to 827 shares worth $568K. The position accounts for 0.12% of the portfolio, ranked #45.

Highland Financial Advisors first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Highland Financial Advisors held 827 shares of Vanguard S&P 500 ETF worth $568K as of Q2 2026.
  • Highland Financial Advisors bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 0.12% of Highland Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Highland Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.