Team Hewins’s Vanguard S&P 500 ETF VOO Stock Holding History

Team Hewins’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	$423K	Buy	616 +189	+44%	+$126K	0.12%	29
2026 Q1	$255K	Sell	427 -465	-52%	-$291K	0.08%	36
2025 Q4	$559K	Buy	892 +460	+106%	+$286K	0.18%	21
2025 Q3	$265K	Sell	432 -15	-3%	-$8.84K	0.09%	32
2025 Q2	$255K	Hold	447	–	–	0.09%	28
2025 Q1	$230K	Sell	447 -263	-37%	-$142K	0.09%	32
2024 Q4	$383K	Buy	+710	New	+$385K	0.15%	22

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Team Hewins's VOO Position: Q2 2026 in Review

Team Hewins increased its Vanguard S&P 500 ETF (VOO) stake by 44% in Q2 2026, buying an estimated $126K and bringing the position to 616 shares worth $423K. The position accounts for 0.12% of the portfolio, ranked #29.

Team Hewins first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Team Hewins held 616 shares of Vanguard S&P 500 ETF worth $423K as of Q2 2026.
Team Hewins bought 189 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $126K.
Vanguard S&P 500 ETF made up 0.12% of Team Hewins's portfolio in Q2 2026, its #29 holding.
Team Hewins first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Team Hewins's Vanguard S&P 500 ETF position peaked at $559K in Q4 2025.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.