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Stonehearth Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Stonehearth Capital 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
Q2 		$204K Sell
297
-699
-70% -$466K 0.07% 91
2026
Q1 		$595K Sell
996
-35
-3% -$21.9K 0.24% 45
2025
Q4 		$646K Buy
1,031
+4
+0.4% +$2.49K 0.24% 42
2025
Q3 		$629K Buy
+1,027
New +$605K 0.24% 41
2024
Q1 		– Sell
-672
Closed -$294K – 83
2023
Q4 		$294K Hold
672
– – 0.14% 49
2023
Q3 		$264K Hold
672
– – 0.14% 53
2023
Q2 		$274K Buy
+672
New +$259K 0.14% 54

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stonehearth Capital Management's VOO Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 70% in Q2 2026, selling an estimated $466K and leaving 297 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #91.

Stonehearth Capital Management first reported a position in VOO in Q2 2023 and has held it in 7 quarters since. The position peaked at $646K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Stonehearth Capital Management held 297 shares of Vanguard S&P 500 ETF worth $204K as of Q2 2026.
  • Stonehearth Capital Management sold 699 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $466K.
  • Vanguard S&P 500 ETF made up 0.07% of Stonehearth Capital Management's portfolio in Q2 2026, its #91 holding.
  • Stonehearth Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 7 quarters since.
  • Stonehearth Capital Management's Vanguard S&P 500 ETF position peaked at $646K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.