Hoge Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Hoge Financial Services’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	$1.09M	Buy	1,588 +5	+0.3%	+$3.33K	0.52%	25
2026 Q1	$946K	Buy	1,583 +348	+28%	+$218K	0.51%	24
2025 Q4	$774K	Buy	1,235 +51	+4%	+$31.7K	0.42%	29
2025 Q3	$725K	Buy	1,184 +3	+0.3%	+$1.77K	0.42%	30
2025 Q2	$671K	Sell	1,181 -28	-2%	-$14.7K	0.42%	27
2025 Q1	$621K	Buy	1,209 +21	+2%	+$11.4K	0.43%	27
2024 Q4	$640K	Buy	1,188 +72	+6%	+$39K	0.47%	26
2024 Q3	$589K	Buy	1,116 +59	+6%	+$30K	0.44%	26
2024 Q2	$529K	Hold	1,057	–	–	0.43%	26
2024 Q1	$508K	Sell	1,057 -397	-27%	-$182K	0.42%	28
2023 Q4	$635K	Buy	+1,454	New	+$595K	0.64%	21

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

Hoge Financial Services's VOO Position: Q2 2026 in Review

Hoge Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.32% in Q2 2026, buying an estimated $3.33K and bringing the position to 1,588 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #25.

Hoge Financial Services first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Hoge Financial Services held 1,588 shares of Vanguard S&P 500 ETF worth $1.09M as of Q2 2026.
Hoge Financial Services bought 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.52% of Hoge Financial Services's portfolio in Q2 2026, its #25 holding.
Hoge Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.