Hoxton Planning & Management
VOO icon

Hoxton Planning & Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Hoxton Planning & Management’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 		$7.31M Sell
10,425
-81
-0.8% -$56.6K 1.86% 10
2026
Q2 		$7.22M Sell
10,506
-278
-3% -$185K 1.88% 11
2026
Q1 		$6.44M Buy
10,784
+46
+0.4% +$28.8K 1.93% 11
2025
Q4 		$6.73M Sell
10,738
-56
-0.5% -$34.8K 2.01% 10
2025
Q3 		$6.61M Sell
10,794
-102
-0.9% -$60.1K 2.13% 7
2025
Q2 		$6.19M Buy
10,896
+10
+0.1% +$5.26K 2.14% 6
2025
Q1 		$5.59M Buy
10,886
+249
+2% +$135K 2.13% 7
2024
Q4 		$5.73M Sell
10,637
-46
-0.4% -$24.9K 2.19% 7
2024
Q3 		$5.64M Buy
10,683
+553
+5% +$281K 2.18% 7
2024
Q2 		$5.07M Sell
10,130
-35
-0.3% -$16.8K 2.36% 9
2024
Q1 		$4.89M Sell
10,165
-338
-3% -$155K 2.34% 6
2023
Q4 		$4.59M Sell
10,503
-1,326
-11% -$543K 2.43% 6
2023
Q3 		$4.64M Sell
11,829
-671
-5% -$274K 3.01% 5
2023
Q2 		$5.09M Sell
12,500
-3,532
-22% -$1.36M 3.14% 6
2023
Q1 		$6.03M Sell
16,032
-4,025
-20% -$1.48M 3.32% 6
2022
Q4 		$7.05M Buy
+20,057
New +$7.09M 3.74% 5

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Hoxton Planning & Management's VOO Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.77% in Q3 2026, selling an estimated $56.6K and leaving 10,425 shares worth $7.31M. The position accounts for 1.86% of the portfolio, ranked #10.

Hoxton Planning & Management first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Hoxton Planning & Management held 10,425 shares of Vanguard S&P 500 ETF worth $7.31M as of Q3 2026.
  • Hoxton Planning & Management sold 81 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $56.6K.
  • Vanguard S&P 500 ETF made up 1.86% of Hoxton Planning & Management's portfolio in Q3 2026, its #10 holding.
  • Hoxton Planning & Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.