HWP
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Highline Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Highline Wealth Partners’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 		$25.9M Buy
37,706
+447
+1% +$298K 5.25% 5
2026
Q1 		$22.3M Buy
37,259
+2,802
+8% +$1.75M 5.68% 4
2025
Q4 		$21.6M Sell
34,457
-1,845
-5% -$1.15M 6.08% 4
2025
Q3 		$22.2M Buy
36,302
+1,181
+3% +$696K 5.98% 4
2025
Q2 		$19.9M Buy
35,121
+589
+2% +$310K 5.9% 4
2025
Q1 		$17.7M Buy
34,532
+183
+0.5% +$98.9K 5.97% 3
2024
Q4 		$18.5M Buy
34,349
+2,174
+7% +$1.18M 6.04% 3
2024
Q3 		$17M Buy
32,175
+133
+0.4% +$67.6K 5.68% 4
2024
Q2 		$16M Buy
32,042
+1,662
+5% +$800K 6.04% 2
2024
Q1 		$14.6M Buy
30,380
+4,743
+19% +$2.17M 5.95% 3
2023
Q4 		$11.2M Buy
25,637
+1,272
+5% +$521K 5.43% 2
2023
Q3 		$9.57M Buy
24,365
+1,690
+7% +$691K 5.91% 2
2023
Q2 		$9.23M Buy
22,675
+871
+4% +$336K 5.81% 2
2023
Q1 		$8.2M Sell
21,804
-241
-1% -$88.4K 5.6% 1
2022
Q4 		$7.75M Sell
22,045
-3,105
-12% -$1.1M 5.71% 2
2022
Q3 		$8.26M Buy
+25,150
New +$9.19M 6.71% 2

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Highline Wealth Partners's VOO Position: Q2 2026 in Review

Highline Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, buying an estimated $298K and bringing the position to 37,706 shares worth $25.9M. The position accounts for 5.25% of the portfolio, ranked #5.

Highline Wealth Partners first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Highline Wealth Partners held 37,706 shares of Vanguard S&P 500 ETF worth $25.9M as of Q2 2026.
  • Highline Wealth Partners bought 447 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $298K.
  • Vanguard S&P 500 ETF made up 5.25% of Highline Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Highline Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.