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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
Q2 		$1.29M Buy
1,882
+938
+99% +$625K 0.13% 77
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Howard Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 99% in Q2 2026, buying an estimated $625K and bringing the position to 1,882 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #77.

Howard Financial Services first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Howard Financial Services held 1,882 shares of Vanguard S&P 500 ETF worth $1.29M as of Q2 2026.
  • Howard Financial Services bought 938 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $625K.
  • Vanguard S&P 500 ETF made up 0.13% of Howard Financial Services's portfolio in Q2 2026, its #77 holding.
  • Howard Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.