HIC
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Holderness Investments Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Holderness Investments Company’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 		$909K Buy
1,522
+42
+3% +$26.3K 0.18% 108
2025
Q4 		$928K Buy
1,480
+25
+2% +$15.5K 0.19% 103
2025
Q3 		$891K Buy
1,455
+12
+0.8% +$7.07K 0.18% 102
2025
Q2 		$819K Buy
1,443
+60
+4% +$31.5K 0.18% 115
2025
Q1 		$711K Buy
1,383
+296
+27% +$160K 0.17% 128
2024
Q4 		$586K Buy
1,087
+27
+3% +$14.6K 0.13% 138
2024
Q3 		$559K Buy
1,060
+147
+16% +$74.7K 0.12% 143
2024
Q2 		$456K Buy
913
+7
+0.8% +$3.37K 0.11% 153
2024
Q1 		$435K Buy
906
+51
+6% +$23.3K 0.11% 165
2023
Q4 		$374K Buy
855
+8
+0.9% +$3.27K 0.1% 172
2023
Q3 		$333K Buy
847
+32
+4% +$13.1K 0.13% 145
2023
Q2 		$332K Buy
815
+12
+1% +$4.63K 0.12% 150
2023
Q1 		$302K Buy
803
+48
+6% +$17.6K 0.12% 151
2022
Q4 		$265K Hold
755
– – 0.11% 158
2022
Q3 		$248K Sell
755
-145
-16% -$53K 0.11% 167
2022
Q2 		$312K Buy
900
+10
+1% +$3.77K 0.13% 151
2022
Q1 		$370K Buy
890
+224
+34% +$91.7K 0.12% 158
2021
Q4 		$291K Sell
666
-113
-15% -$47.7K 0.09% 189
2021
Q3 		$307K Buy
+779
New +$316K 0.1% 176

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Holderness Investments Company's VOO Position: Q1 2026 in Review

Holderness Investments Company increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q1 2026, buying an estimated $26.3K and bringing the position to 1,522 shares worth $909K. The position accounts for 0.18% of the portfolio, ranked #108.

Holderness Investments Company first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. The position peaked at $928K in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Holderness Investments Company held 1,522 shares of Vanguard S&P 500 ETF worth $909K as of Q1 2026.
  • Holderness Investments Company bought 42 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $26.3K.
  • Vanguard S&P 500 ETF made up 0.18% of Holderness Investments Company's portfolio in Q1 2026, its #108 holding.
  • Holderness Investments Company first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Holderness Investments Company's Vanguard S&P 500 ETF position peaked at $928K in Q4 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.