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 Q2	$2.2M	Buy	3,197 +412	+15%	+$275K	0.82%	28
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

HMS Capital Management's VOO Position: Q2 2026 in Review

HMS Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $275K and bringing the position to 3,197 shares worth $2.2M. The position accounts for 0.82% of the portfolio, ranked #28.

HMS Capital Management first reported a position in VOO in Q2 2021 and has held it in 21 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

HMS Capital Management held 3,197 shares of Vanguard S&P 500 ETF worth $2.2M as of Q2 2026.
HMS Capital Management bought 412 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $275K.
Vanguard S&P 500 ETF made up 0.82% of HMS Capital Management's portfolio in Q2 2026, its #28 holding.
HMS Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.