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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Hoge Financial Services's VOO Position: Q1 2026 in Review

Hoge Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 28% in Q1 2026, buying an estimated $218K and bringing the position to 1,583 shares worth $946K. The position accounts for 0.51% of the portfolio, ranked #24.

Hoge Financial Services first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Hoge Financial Services held 1,583 shares of Vanguard S&P 500 ETF worth $946K as of Q1 2026.
Hoge Financial Services bought 348 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $218K.
Vanguard S&P 500 ETF made up 0.51% of Hoge Financial Services's portfolio in Q1 2026, its #24 holding.
Hoge Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.