HRC Wealth Management
VOO icon

HRC Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

HRC Wealth 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 		$235K Buy
336
+1
+0.3% +$698 0.09% 60
2026
Q2 		$230K Buy
+335
New +$223K 0.09% 57

Other funds holding VOO

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 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

HRC Wealth Management's VOO Position: Q3 2026 in Review

HRC Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.3% in Q3 2026, buying an estimated $698 and bringing the position to 336 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #60.

HRC Wealth Management first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • HRC Wealth Management held 336 shares of Vanguard S&P 500 ETF worth $235K as of Q3 2026.
  • HRC Wealth Management bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
  • Vanguard S&P 500 ETF made up 0.09% of HRC Wealth Management's portfolio in Q3 2026, its #60 holding.
  • HRC Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.