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

Highland Investment Advisors LLC’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 		$222K Buy
+323
New +$215K 0.1% 76

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Highland Investment Advisors LLC's VOO Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 323 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings.

3,499 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Highland Investment Advisors LLC held 323 shares of Vanguard S&P 500 ETF worth $222K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.1% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #76 holding.
  • 3,499 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.