Hummer Financial Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Hummer Financial Advisory 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	$237K	Hold	345	–	–	0.16%	117
2026 Q1	$206K	Sell	345 -96	-22%	-$60K	0.15%	127
2025 Q4	$277K	Sell	441 -72	-14%	-$44.7K	0.2%	94
2025 Q3	$315K	Hold	513	–	–	0.23%	87
2025 Q2	$292K	Sell	513 -25	-5%	-$13.1K	0.22%	87
2025 Q1	$276K	Hold	538	–	–	0.22%	85
2024 Q4	$290K	Hold	538	–	–	0.23%	83
2024 Q3	$285K	Hold	538	–	–	0.22%	89
2024 Q2	$270K	Hold	538	–	–	0.23%	85
2024 Q1	$259K	Sell	538 -55	-9%	-$25.2K	0.21%	91
2023 Q4	$259K	Hold	593	–	–	0.24%	82
2023 Q3	$234K	Buy	+593	New	+$242K	0.24%	85

Other funds holding VOO

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM