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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
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

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hoxton Planning & Management's VOO Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q2 2026, selling an estimated $185K and leaving 10,506 shares worth $7.22M. The position accounts for 1.88% of the portfolio, ranked #11.

Hoxton Planning & Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 925 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Hoxton Planning & Management held 10,506 shares of Vanguard S&P 500 ETF worth $7.22M as of Q2 2026.
  • Hoxton Planning & Management sold 278 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $185K.
  • Vanguard S&P 500 ETF made up 1.88% of Hoxton Planning & Management's portfolio in Q2 2026, its #11 holding.
  • Hoxton Planning & Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 925 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.