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Willner & Heller’s Vanguard S&P 500 ETF VOO Stock Holding History

Willner & Heller’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 		$483K Buy
704
+1
+0.1% +$667 0.3% 93
2026
Q1 		$420K Buy
703
+98
+16% +$61.3K 0.31% 98
2025
Q4 		$380K Sell
605
-15
-2% -$9.32K 0.27% 107
2025
Q3 		$379K Sell
620
-28
-4% -$16.5K 0.29% 103
2025
Q2 		$368K Sell
648
-40
-6% -$21K 0.31% 101
2025
Q1 		$354K Buy
688
+26
+4% +$14.1K 0.33% 105
2024
Q4 		$357K Buy
662
+113
+21% +$61.2K 0.31% 103
2024
Q3 		$289K Buy
549
+139
+34% +$70.7K 0.26% 121
2024
Q2 		$205K Buy
+410
New +$197K 0.2% 143

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Willner & Heller's VOO Position: Q2 2026 in Review

Willner & Heller increased its Vanguard S&P 500 ETF (VOO) stake by 0.14% in Q2 2026, buying an estimated $667 and bringing the position to 704 shares worth $483K. The position accounts for 0.3% of the portfolio, ranked #93.

Willner & Heller first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Willner & Heller held 704 shares of Vanguard S&P 500 ETF worth $483K as of Q2 2026.
  • Willner & Heller bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 0.3% of Willner & Heller's portfolio in Q2 2026, its #93 holding.
  • Willner & Heller first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.