HWA
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Hillcrest Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Hillcrest Wealth 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
Q1 		$58M Buy
97,011
+4,376
+5% +$2.74M 23.48% 1
2025
Q4 		$58.1M Buy
92,635
+120
+0.1% +$74.6K 25.01% 1
2025
Q3 		$56.7M Sell
92,515
-1,606
-2% -$947K 25.47% 1
2025
Q2 		$53.5M Buy
94,121
+880
+0.9% +$462K 25.14% 1
2025
Q1 		$47.9M Buy
93,241
+2,265
+2% +$1.22M 23.73% 1
2024
Q4 		$49M Sell
90,976
-575
-0.6% -$311K 23.3% 1
2024
Q3 		$48.3M Buy
91,551
+1,360
+2% +$691K 24.11% 1
2024
Q2 		$45.1M Sell
90,191
-250
-0.3% -$120K 24.29% 1
2024
Q1 		$43.5M Sell
90,441
-3,810
-4% -$1.74M 23.56% 1
2023
Q4 		$41.2M Sell
94,251
-2,615
-3% -$1.07M 22.69% 1
2023
Q3 		$38M Buy
96,866
+2,320
+2% +$949K 21.67% 1
2023
Q2 		$38.5M Sell
94,546
-5,944
-6% -$2.29M 22.74% 1
2023
Q1 		$37.8M Sell
100,490
-1,154
-1% -$423K 22.4% 1
2022
Q4 		$35.7M Buy
101,644
+1,773
+2% +$626K 21.34% 1
2022
Q3 		$32.8M Buy
99,871
+1,180
+1% +$431K 20.8% 1
2022
Q2 		$34.2M Buy
98,691
+5,845
+6% +$2.2M 20.77% 1
2022
Q1 		$38.4M Buy
92,846
+8,239
+10% +$3.37M 21.25% 1
2021
Q4 		$36.9M Buy
84,607
+6,850
+9% +$2.89M 19.86% 1
2021
Q3 		$30.7M Buy
77,757
+5,195
+7% +$2.11M 18.19% 1
2021
Q2 		$28.6M Buy
72,562
+3,615
+5% +$1.39M 17.29% 1
2021
Q1 		$25.1M Buy
68,947
+6,540
+10% +$2.32M 15.31% 1
2020
Q4 		$21.4M Buy
62,407
+2,827
+5% +$922K 14.35% 1
2020
Q3 		$18.3M Buy
59,580
+6,955
+13% +$2.12M 13.03% 1
2020
Q2 		$14.9M Sell
52,625
-1,927
-4% -$519K 12.91% 2
2020
Q1 		$12.9M Buy
54,552
+10,672
+24% +$2.99M 12.88% 2
2019
Q4 		$13M Sell
43,880
-208
-0.5% -$58.8K 10.8% 2
2019
Q3 		$12M Buy
44,088
+4,480
+11% +$1.22M 10.34% 2
2019
Q2 		$10.7M Buy
39,608
+3,818
+11% +$1.01M 8.98% 3
2019
Q1 		$9.29M Sell
35,790
-225
-0.6% -$56.2K 8.15% 3
2018
Q4 		$8.28M Buy
+36,015
New +$8.92M 7.69% 3

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

Hillcrest Wealth Advisors's VOO Position: Q1 2026 in Review

Hillcrest Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q1 2026, buying an estimated $2.74M and bringing the position to 97,011 shares worth $58M. The position accounts for 23.48% of the portfolio, ranked #1.

Hillcrest Wealth Advisors first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $58.1M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Hillcrest Wealth Advisors held 97,011 shares of Vanguard S&P 500 ETF worth $58M as of Q1 2026.
  • Hillcrest Wealth Advisors bought 4,376 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.74M.
  • Vanguard S&P 500 ETF made up 23.48% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Hillcrest Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Hillcrest Wealth Advisors's Vanguard S&P 500 ETF position peaked at $58.1M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.