William Howard & Co Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

William Howard & Co Financial Advisors’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	$620K	Sell	902 -22	-2%	-$14.7K	0.48%	32
2026 Q1	$552K	Buy	924 +7	+0.8%	+$4.38K	0.48%	32
2025 Q4	$575K	Sell	917 -8	-0.9%	-$4.97K	0.48%	32
2025 Q3	$567K	Sell	925 -155	-14%	-$91.4K	0.48%	32
2025 Q2	$613K	Hold	1,080	–	–	0.54%	30
2025 Q1	$555K	Buy	1,080 +2	+0.2%	+$1.08K	0.52%	31
2024 Q4	$581K	Buy	1,078 +67	+7%	+$36.3K	0.53%	29
2024 Q3	$533K	Buy	1,011 +114	+13%	+$57.9K	0.45%	31
2024 Q2	$450K	Buy	897 +15	+2%	+$7.22K	0.42%	31
2024 Q1	$424K	Buy	+882	New	+$404K	0.4%	29

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

William Howard & Co Financial Advisors's VOO Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, selling an estimated $14.7K and leaving 902 shares worth $620K. The position accounts for 0.48% of the portfolio, ranked #32.

William Howard & Co Financial Advisors first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

William Howard & Co Financial Advisors held 902 shares of Vanguard S&P 500 ETF worth $620K as of Q2 2026.
William Howard & Co Financial Advisors sold 22 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.7K.
Vanguard S&P 500 ETF made up 0.48% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #32 holding.
William Howard & Co Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.