Sherrill & Hutchins Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Sherrill & Hutchins Financial Advisory’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	$709K	Hold	1,032	–	–	0.34%	9
2026 Q1	$617K	Hold	1,032	–	–	0.36%	9
2025 Q4	$647K	Sell	1,032 -1	-0.1%	-$621	0.46%	8
2025 Q3	$632K	Hold	1,033	–	–	0.46%	9
2025 Q2	$587K	Buy	1,033 +9	+0.9%	+$4.73K	0.46%	8
2025 Q1	$526K	Hold	1,024	–	–	0.45%	9
2024 Q4	$552K	Buy	1,024 +3	+0.3%	+$1.63K	0.49%	8
2024 Q3	$539K	Buy	1,021 +4	+0.4%	+$2.03K	0.47%	9
2024 Q2	$509K	Buy	+1,017	New	+$489K	0.46%	8

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's VOO Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,032 shares worth $709K. The position accounts for 0.34% of the portfolio, ranked #9.

Sherrill & Hutchins Financial Advisory first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sherrill & Hutchins Financial Advisory held 1,032 shares of Vanguard S&P 500 ETF worth $709K as of Q2 2026.
Sherrill & Hutchins Financial Advisory left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.34% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #9 holding.
Sherrill & Hutchins Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.