HTG Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

HTG Investment Advisors’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 Q1	$2.31M	Hold	3,861	–	–	0.66%	27
2025 Q4	$2.42M	Sell	3,861 -32	-0.8%	-$19.9K	0.74%	28
2025 Q3	$2.38M	Hold	3,893	–	–	0.8%	27
2025 Q2	$2.21M	Hold	3,893	–	–	0.82%	25
2025 Q1	$2M	Hold	3,893	–	–	0.83%	25
2024 Q4	$2.1M	Hold	3,893	–	–	0.96%	24
2024 Q3	$2.05M	Sell	3,893 -179	-4%	-$91K	0.97%	24
2024 Q2	$2.04M	Hold	4,072	–	–	1.1%	20
2024 Q1	$1.96M	Hold	4,072	–	–	1.13%	19
2023 Q4	$1.78M	Hold	4,072	–	–	1.16%	19
2023 Q3	$1.6M	Hold	4,072	–	–	1.28%	18
2023 Q2	$1.66M	Buy	4,072 +322	+9%	+$124K	1.37%	18
2023 Q1	$1.41M	Sell	3,750 -35	-0.9%	-$12.8K	1.29%	18
2022 Q4	$1.33M	Buy	+3,785	New	+$1.34M	1.35%	16

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

HTG Investment Advisors's VOO Position: Q1 2026 in Review

HTG Investment Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 3,861 shares worth $2.31M. The position accounts for 0.66% of the portfolio, ranked #27.

HTG Investment Advisors first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.42M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

HTG Investment Advisors held 3,861 shares of Vanguard S&P 500 ETF worth $2.31M as of Q1 2026.
HTG Investment Advisors left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.66% of HTG Investment Advisors's portfolio in Q1 2026, its #27 holding.
HTG Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's Vanguard S&P 500 ETF position peaked at $2.42M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.