HMS Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

HMS Capital 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	$1.66M	Sell	2,785 -33	-1%	-$20.6K	0.64%	34
2025 Q4	$1.77M	Sell	2,818 -36	-1%	-$22.4K	0.73%	34
2025 Q3	$1.75M	Hold	2,854	–	–	0.73%	34
2025 Q2	$1.62M	Sell	2,854 -281	-9%	-$148K	0.73%	35
2025 Q1	$1.45M	Sell	3,135 -19	-0.6%	-$10.3K	0.81%	36
2024 Q4	$1.7M	Hold	3,154	–	–	0.82%	35
2024 Q3	$1.66M	Hold	3,154	–	–	0.82%	37
2024 Q2	$1.58M	Hold	3,154	–	–	0.82%	37
2024 Q1	$1.52M	Sell	3,154 -138	-4%	-$63.2K	0.84%	38
2023 Q4	$1.44M	Buy	3,292 +189	+6%	+$77.4K	0.88%	31
2023 Q3	$1.22M	Hold	3,103	–	–	0.81%	32
2023 Q2	$1.26M	Buy	3,103 +249	+9%	+$96.1K	0.77%	34
2023 Q1	$1.07M	Buy	2,854 +44	+2%	+$16.1K	0.68%	40
2022 Q4	$987K	Sell	2,810 -2,594	-48%	-$916K	0.57%	36
2022 Q3	$1.77M	Buy	5,404 +260	+5%	+$95K	1.08%	18
2022 Q2	$1.78M	Buy	5,144 +2,400	+87%	+$904K	0.9%	19
2022 Q1	$1.14M	Buy	2,744 +683	+33%	+$280K	0.48%	43
2021 Q4	$900K	Hold	2,061	–	–	0.39%	57
2021 Q3	$813K	Hold	2,061	–	–	0.38%	55
2021 Q2	$811K	Buy	+2,061	New	+$791K	0.36%	57

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

HMS Capital Management's VOO Position: Q1 2026 in Review

HMS Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q1 2026, selling an estimated $20.6K and leaving 2,785 shares worth $1.66M. The position accounts for 0.64% of the portfolio, ranked #34.

HMS Capital Management first reported a position in VOO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.78M in Q2 2022. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

HMS Capital Management held 2,785 shares of Vanguard S&P 500 ETF worth $1.66M as of Q1 2026.
HMS Capital Management sold 33 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $20.6K.
Vanguard S&P 500 ETF made up 0.64% of HMS Capital Management's portfolio in Q1 2026, its #34 holding.
HMS Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
HMS Capital Management's Vanguard S&P 500 ETF position peaked at $1.78M in Q2 2022.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.