Howard Financial Services
VOO icon

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

Howard 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
Q3 		$1.25M Sell
1,777
-62
-3% -$43.3K 0.13% 70
2026
Q2 		$1.26M Buy
1,839
+895
+95% +$597K 0.14% 68
2026
Q1 		$564K Sell
944
-40
-4% -$25K 0.06% 121
2025
Q4 		$617K Sell
984
-15
-2% -$9.32K 0.07% 100
2025
Q3 		$612K Buy
999
+52
+5% +$30.7K 0.07% 91
2025
Q2 		$538K Sell
947
-164
-15% -$86.2K 0.07% 95
2025
Q1 		$571K Sell
1,111
-673
-38% -$364K 0.08% 95
2024
Q4 		$961K Buy
1,784
+682
+62% +$369K 0.13% 69
2024
Q3 		$581K Buy
1,102
+332
+43% +$169K 0.08% 85
2024
Q2 		$385K Sell
770
-206
-21% -$99.1K 0.06% 100
2024
Q1 		$469K Buy
976
+2
+0.2% +$915 0.08% 91
2023
Q4 		$425K Buy
974
+29
+3% +$11.9K 0.08% 93
2023
Q3 		$371K Buy
945
+308
+48% +$126K 0.09% 97
2023
Q2 		$259K Buy
637
+84
+15% +$32.4K 0.06% 118
2023
Q1 		$208K Buy
+553
New +$203K 0.05% 131

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Howard Financial Services's VOO Position: Q3 2026 in Review

Howard Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q3 2026, selling an estimated $43.3K and leaving 1,777 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #70.

Howard Financial Services first reported a position in VOO in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.26M in Q2 2026. 2,505 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Howard Financial Services held 1,777 shares of Vanguard S&P 500 ETF worth $1.25M as of Q3 2026.
  • Howard Financial Services sold 62 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $43.3K.
  • Vanguard S&P 500 ETF made up 0.13% of Howard Financial Services's portfolio in Q3 2026, its #70 holding.
  • Howard Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
  • Howard Financial Services's Vanguard S&P 500 ETF position peaked at $1.26M in Q2 2026.
  • 2,505 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.