HMV Wealth Advisors
VOO icon

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

HMV 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
Q3 		$377K Hold
538
– – 0.14% 71
2026
Q2 		$370K Buy
+538
New +$359K 0.14% 68

Other funds holding VOO

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Natixis
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

HMV Wealth Advisors's VOO Position: Q3 2026 in Review

HMV Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 538 shares worth $377K. The position accounts for 0.14% of the portfolio, ranked #71.

HMV Wealth Advisors first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • HMV Wealth Advisors held 538 shares of Vanguard S&P 500 ETF worth $377K as of Q3 2026.
  • HMV Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.14% of HMV Wealth Advisors's portfolio in Q3 2026, its #71 holding.
  • HMV Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.