Van Hulzen Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $997K | Sell |
1,668
-229
| -12% | -$143K | 0.07% | 168 |
|
|
2025
Q4 | $1.19M | Sell |
1,897
-36
| -2% | -$22.4K | 0.09% | 143 |
|
|
2025
Q3 | $1.18M | Buy |
1,933
+111
| +6% | +$65.4K | 0.09% | 145 |
|
|
2025
Q2 | $1.04M | Buy |
1,822
+190
| +12% | +$99.9K | 0.09% | 152 |
|
|
2025
Q1 | $839K | Buy |
1,632
+10
| +0.6% | +$5.41K | 0.08% | 166 |
|
|
2024
Q4 | $874K | Buy |
1,622
+142
| +10% | +$76.9K | 0.06% | 172 |
|
|
2024
Q3 | $781K | Buy |
1,480
+219
| +17% | +$111K | 0.06% | 180 |
|
|
2024
Q2 | $631K | Buy |
1,261
+10
| +0.8% | +$4.81K | 0.04% | 184 |
|
|
2024
Q1 | $601K | Buy |
1,251
+71
| +6% | +$32.5K | 0.04% | 208 |
|
|
2023
Q4 | $515K | Sell |
1,180
-576
| -33% | -$236K | 0.04% | 221 |
|
|
2023
Q3 | $690K | Buy |
1,756
+5
| +0.3% | +$2.04K | 0.05% | 186 |
|
|
2023
Q2 | $713K | Buy |
1,751
+22
| +1% | +$8.49K | 0.06% | 144 |
|
|
2023
Q1 | $650K | Buy |
1,729
+266
| +18% | +$97.6K | 0.06% | 152 |
|
|
2022
Q4 | $514K | Sell |
1,463
-76
| -5% | -$26.8K | 0.06% | 173 |
|
|
2022
Q3 | $505K | Sell |
1,539
-129
| -8% | -$47.1K | 0.06% | 166 |
|
|
2022
Q2 | $579K | Buy |
1,668
+2
| +0.1% | +$753 | 0.07% | 154 |
|
|
2022
Q1 | $692K | Buy |
1,666
+126
| +8% | +$51.6K | 0.07% | 140 |
|
|
2021
Q4 | $672K | Buy |
1,540
+12
| +0.8% | +$5.07K | 0.07% | 152 |
|
|
2021
Q3 | $603K | Sell |
1,528
-180
| -11% | -$73K | 0.09% | 129 |
|
|
2021
Q2 | $672K | Sell |
1,708
-141
| -8% | -$54.1K | 0.1% | 118 |
|
|
2021
Q1 | $674K | Sell |
1,849
-55
| -3% | -$19.5K | 0.11% | 114 |
|
|
2020
Q4 | $654K | Sell |
1,904
-258
| -12% | -$84.1K | 0.1% | 113 |
|
|
2020
Q3 | $665K | Sell |
2,162
-998
| -32% | -$304K | 0.1% | 109 |
|
|
2020
Q2 | $896K | Sell |
3,160
-3
| -0.1% | -$807 | 0.13% | 94 |
|
|
2020
Q1 | $749K | Buy |
3,163
+505
| +19% | +$141K | 0.16% | 89 |
|
|
2019
Q4 | $786K | Sell |
2,658
-396
| -13% | -$112K | 0.15% | 104 |
|
|
2019
Q3 | $833K | Buy |
3,054
+7
| +0.2% | +$1.9K | 0.18% | 95 |
|
|
2019
Q2 | $820K | Buy |
3,047
+450
| +17% | +$119K | 0.18% | 92 |
|
|
2019
Q1 | $674K | Sell |
2,597
-355
| -12% | -$88.7K | 0.18% | 90 |
|
|
2018
Q4 | $678K | Sell |
2,952
-25
| -0.8% | -$6.19K | 0.2% | 86 |
|
|
2018
Q3 | $795K | Sell |
2,977
-537
| -15% | -$141K | 0.21% | 87 |
|
|
2018
Q2 | $877K | Buy |
3,514
+310
| +10% | +$77K | 0.26% | 73 |
|
|
2018
Q1 | $776K | Sell |
3,204
-809
| -20% | -$203K | 0.24% | 85 |
|
|
2017
Q4 | $984K | Sell |
4,013
-831
| -17% | -$199K | 0.3% | 75 |
|
|
2017
Q3 | $1.12M | Buy |
4,844
+448
| +10% | +$101K | 0.38% | 69 |
|
|
2017
Q2 | $976K | Buy |
+4,396
| New | +$968K | 0.39% | 64 |
|
Other funds holding VOO
VGA
AA
Van Hulzen Asset Management's VOO Position: Q1 2026 in Review
Van Hulzen Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2026, selling an estimated $143K and leaving 1,668 shares worth $997K. The position accounts for 0.07% of the portfolio, ranked #168.
Van Hulzen Asset Management first reported a position in VOO in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.19M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Van Hulzen Asset Management held 1,668 shares of Vanguard S&P 500 ETF worth $997K as of Q1 2026.
- Van Hulzen Asset Management sold 229 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $143K.
- Vanguard S&P 500 ETF made up 0.07% of Van Hulzen Asset Management's portfolio in Q1 2026, its #168 holding.
- Van Hulzen Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 36 quarters since.
- Van Hulzen Asset Management's Vanguard S&P 500 ETF position peaked at $1.19M in Q4 2025.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.