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Hoese & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Hoese & Co’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 		$5.02M Sell
7,169
-95
-1% -$66.4K 3.31% 8
2026
Q2 		$4.99M Sell
7,264
-44
-0.6% -$29.3K 3.24% 9
2026
Q1 		$4.37M Sell
7,308
-952
-12% -$595K 3.24% 11
2025
Q4 		$5.18M Sell
8,260
-1,553
-16% -$965K 3.69% 7
2025
Q3 		$6.01M Sell
9,813
-577
-6% -$340K 4.59% 8
2025
Q2 		$5.9M Sell
10,390
-796
-7% -$418K 4.76% 8
2025
Q1 		$5.75M Sell
11,186
-140
-1% -$75.7K 4.98% 8
2024
Q4 		$6.1M Sell
11,326
-1,913
-14% -$1.04M 5.3% 7
2024
Q3 		$6.99M Sell
13,239
-2,312
-15% -$1.18M 5.85% 6
2024
Q2 		$7.54M Sell
15,551
-419
-3% -$202K 6.58% 5
2024
Q1 		$7.46M Sell
15,970
-205
-1% -$93.8K 6.8% 5
2023
Q4 		$6.78M Hold
16,175
– – 6.65% 5
2023
Q3 		$6.35M Hold
16,175
– – 6.51% 5
2023
Q2 		$6.59M Sell
16,175
-540
-3% -$208K 6.19% 5
2023
Q1 		$6.09M Sell
16,715
-513
-3% -$188K 6.9% 4
2022
Q4 		$6.45M Hold
17,228
– – 6.78% 4
2022
Q3 		$5.66M Sell
17,228
-785
-4% -$287K 6.68% 4
2022
Q2 		$6.25M Sell
18,013
-2,230
-11% -$840K 7.02% 4
2022
Q1 		$8.4M Buy
20,243
+980
+5% +$401K 8.67% 4
2021
Q4 		$8.41M Buy
19,263
+365
+2% +$154K 8.36% 4
2021
Q3 		$7.45M Sell
18,898
-497
-3% -$202K 8.06% 4
2021
Q2 		$7.63M Sell
19,395
-410
-2% -$157K 8.58% 3
2021
Q1 		$7.22M Sell
19,805
-105
-0.5% -$37.2K 8.91% 3
2020
Q4 		$6.77M Buy
+19,910
New +$6.49M 12.48% 3

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hoese & Co's VOO Position: Q3 2026 in Review

Hoese & Co reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q3 2026, selling an estimated $66.4K and leaving 7,169 shares worth $5.02M. The position accounts for 3.31% of the portfolio, ranked #8.

Hoese & Co first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.41M in Q4 2021. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Hoese & Co held 7,169 shares of Vanguard S&P 500 ETF worth $5.02M as of Q3 2026.
  • Hoese & Co sold 95 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $66.4K.
  • Vanguard S&P 500 ETF made up 3.31% of Hoese & Co's portfolio in Q3 2026, its #8 holding.
  • Hoese & Co first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • Hoese & Co's Vanguard S&P 500 ETF position peaked at $8.41M in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.