Hobart Private Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Hobart Private Capital’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	$457K	Buy	665 +64	+11%	+$42.7K	0.08%	98
2026 Q1	$359K	Hold	601	–	–	0.07%	97
2025 Q4	$377K	Buy	601 +203	+51%	+$126K	0.07%	99
2025 Q3	$244K	Hold	398	–	–	0.05%	112
2025 Q2	$226K	Hold	398	–	–	0.05%	109
2025 Q1	$205K	Sell	398 -217	-35%	-$117K	0.05%	96
2024 Q4	$331K	Buy	615 +154	+33%	+$83.4K	0.08%	77
2024 Q3	$243K	Buy	+461	New	+$234K	0.06%	75
2023 Q1	–	Sell	-756	Closed	-$266K	–	55
2022 Q4	$266K	Sell	756 -78	-9%	-$27.6K	0.18%	31
2022 Q3	$274K	Sell	834 -46	-5%	-$16.8K	0.2%	31
2022 Q2	$305K	Sell	880 -30	-3%	-$11.3K	0.14%	29
2022 Q1	$378K	Hold	910	–	–	0.15%	27
2021 Q4	$397K	Sell	910 -68	-7%	-$28.7K	0.15%	30
2021 Q3	$386K	Sell	978 -1,988	-67%	-$807K	0.15%	78
2021 Q2	$1.17M	Sell	2,966 -304	-9%	-$117K	0.48%	24
2021 Q1	$1.19M	Sell	3,270 -109	-3%	-$38.7K	0.49%	27
2020 Q4	$1.16M	Sell	3,379 -57	-2%	-$18.6K	0.51%	25
2020 Q3	$1.06M	Sell	3,436 -71	-2%	-$21.6K	0.55%	26
2020 Q2	$994K	Sell	3,507 -1,073	-23%	-$289K	0.56%	41
2020 Q1	$1.08M	Buy	4,580 +13	+0.3%	+$3.64K	0.74%	36
2019 Q4	$1.35M	Buy	4,567 +117	+3%	+$33.1K	0.83%	32
2019 Q3	$1.21M	Buy	4,450 +285	+7%	+$77.4K	0.83%	35
2019 Q2	$1.12M	Sell	4,165 -18	-0.4%	-$4.76K	0.78%	40
2019 Q1	$1.09M	Buy	4,183 +234	+6%	+$58.5K	0.82%	44
2018 Q4	$907K	Buy	3,949 +1,391	+54%	+$345K	0.78%	43
2018 Q3	$683K	Buy	2,558 +326	+15%	+$85.3K	0.52%	55
2018 Q2	$557K	Buy	2,232 +340	+18%	+$84.4K	0.45%	67
2018 Q1	$458K	Sell	1,892 -166	-8%	-$41.7K	0.4%	75
2017 Q4	$505K	Buy	+2,058	New	+$492K	0.45%	72

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

Hobart Private Capital's VOO Position: Q2 2026 in Review

Hobart Private Capital increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $42.7K and bringing the position to 665 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #98.

Hobart Private Capital first reported a position in VOO in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.35M in Q4 2019. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Hobart Private Capital held 665 shares of Vanguard S&P 500 ETF worth $457K as of Q2 2026.
Hobart Private Capital bought 64 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $42.7K.
Vanguard S&P 500 ETF made up 0.08% of Hobart Private Capital's portfolio in Q2 2026, its #98 holding.
Hobart Private Capital first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 29 quarters since.
Hobart Private Capital's Vanguard S&P 500 ETF position peaked at $1.35M in Q4 2019.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.