HWM
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HighMark Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

HighMark Wealth Management’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 		$9.83M Buy
16,511
+826
+5% +$517K 4% 6
2025
Q4 		$9.84M Sell
15,685
-23
-0.1% -$14.3K 4.01% 6
2025
Q3 		$9.62M Sell
15,708
-358
-2% -$211K 4.23% 5
2025
Q2 		$9.12M Buy
16,066
+15,439
+2,462% +$8.11M 4.46% 5
2025
Q1 		$322K Buy
627
+248
+65% +$134K 0.19% 42
2024
Q4 		$204K Sell
379
-1,182
-76% -$640K 0.12% 54
2024
Q3 		$824K Buy
1,561
+6
+0.4% +$3.05K 0.45% 30
2024
Q2 		$778K Hold
1,555
– – 0.47% 29
2024
Q1 		$748K Buy
1,555
+5
+0.3% +$2.29K 0.46% 27
2023
Q4 		$677K Sell
1,550
-1,055
-40% -$432K 0.5% 22
2023
Q3 		$1.02M Buy
2,605
+10
+0.4% +$4.09K 0.85% 15
2023
Q2 		$1.06M Hold
2,595
– – 0.79% 18
2023
Q1 		$976K Sell
2,595
-2,677
-51% -$982K 0.76% 19
2022
Q4 		$1.85M Buy
5,272
+5,211
+8,543% +$1.84M 1.4% 12
2022
Q3 		$20K Buy
61
+1
+2% +$365 0.02% 166
2022
Q2 		$21K Hold
60
– – 0.02% 157
2022
Q1 		$25K Hold
60
– – 0.02% 153
2021
Q4 		$26K Hold
60
– – 0.02% 154
2021
Q3 		$24K Buy
60
+1
+2% +$406 0.02% 168
2021
Q2 		$23K Buy
59
+22
+59% +$8.45K 0.02% 172
2021
Q1 		$14K Buy
37
+34
+1,133% +$12.1K 0.01% 197
2020
Q4 		$1K Hold
3
– – ﹤0.01% 435
2020
Q3 		$1K Hold
3
– – ﹤0.01% 430
2020
Q2 		$1K Hold
3
– – ﹤0.01% 418
2020
Q1 		$0 Hold
3
– – ﹤0.01% 416
2019
Q4 		$0 Buy
+3
New +$849 ﹤0.01% 400

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

HighMark Wealth Management's VOO Position: Q1 2026 in Review

HighMark Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.3% in Q1 2026, buying an estimated $517K and bringing the position to 16,511 shares worth $9.83M. The position accounts for 4% of the portfolio, ranked #6.

HighMark Wealth Management first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.84M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • HighMark Wealth Management held 16,511 shares of Vanguard S&P 500 ETF worth $9.83M as of Q1 2026.
  • HighMark Wealth Management bought 826 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $517K.
  • Vanguard S&P 500 ETF made up 4% of HighMark Wealth Management's portfolio in Q1 2026, its #6 holding.
  • HighMark Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Vanguard S&P 500 ETF position peaked at $9.84M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.