Hillcrest Wealth Advisors Ny, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Hillcrest Wealth Advisors Ny, LLC

$222 Million
Q3 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 92,515 shares of VOO stock, worth $57.2 Million. This represents 25.52% of its overall portfolio holdings.

Number of Shares

92,515

Previous 94,121 1.71%

Holding current value

$57.2 Million

Previous $53.5 Million 5.97%

% of portfolio

25.52%

Previous 25.18%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$567.77 - $614.76 $911,838 - $987,304	-1,606 Reduced 1.71%	92,515 $56.7 Million
Q2 2025 Jul 22, 2025	BUY	$456.74 - $568.03 $401,931 - $499,866	880 Added 0.94%	94,121 $53.5 Million
Q1 2025 Apr 22, 2025	BUY	$507.05 - $563.67 $1.15 Million - $1.28 Million	2,265 Added 2.49%	93,241 $47.9 Million
Q4 2024 Jan 21, 2025	SELL	$521.84 - $558.82 $300,058 - $321,321	-575 Reduced 0.63%	90,976 $49 Million
Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $646,272 - $717,672	1,360 Added 1.51%	91,551 $48.3 Million
Q2 2024 Jul 18, 2024	SELL	$455.1 - $504.28 $113,775 - $126,070	-250 Reduced 0.28%	90,191 $45.1 Million
Q1 2024 Apr 11, 2024	SELL	$429.43 - $481.35 $1.64 Million - $1.83 Million	-3,810 Reduced 4.04%	90,441 $43.5 Million
Q4 2023 Jan 12, 2024	SELL	$377.32 - $438.19 $986,691 - $1.15 Million	-2,615 Reduced 2.7%	94,251 $41.2 Million
Q3 2023 Oct 17, 2023	BUY	$392.7 - $420.68 $911,064 - $975,977	2,320 Added 2.45%	96,866 $38 Million
Q2 2023 Jul 31, 2023	SELL	$371.44 - $407.28 $2.21 Million - $2.42 Million	-5,944 Reduced 5.92%	94,546 $38.5 Million
Q1 2023 May 08, 2023	SELL	$348.66 - $382.94 $402,353 - $441,912	-1,154 Reduced 1.14%	100,490 $37.8 Million
Q4 2022 Feb 08, 2023	BUY	$327.64 - $374.54 $580,905 - $664,059	1,773 Added 1.78%	101,644 $35.7 Million
Q3 2022 Nov 03, 2022	BUY	$328.3 - $395.04 $387,394 - $466,147	1,180 Added 1.2%	99,871 $32.8 Million
Q2 2022 Aug 02, 2022	BUY	$337.07 - $419.85 $1.97 Million - $2.45 Million	5,845 Added 6.3%	98,691 $34.2 Million
Q1 2022 May 09, 2022	BUY	$382.7 - $439.25 $3.15 Million - $3.62 Million	8,239 Added 9.74%	92,846 $38.4 Million
Q4 2021 Feb 04, 2022	BUY	$394.21 - $439.01 $2.7 Million - $3.01 Million	6,850 Added 8.81%	84,607 $36.9 Million
Q3 2021 Oct 26, 2021	BUY	$390.68 - $416.73 $2.03 Million - $2.16 Million	5,195 Added 7.16%	77,757 $30.7 Million
Q2 2021 Aug 03, 2021	BUY	$368.16 - $394.32 $1.33 Million - $1.43 Million	3,615 Added 5.24%	72,562 $28.6 Million
Q1 2021 Apr 28, 2021	BUY	$339.03 - $365.24 $2.22 Million - $2.39 Million	6,540 Added 10.48%	68,947 $25.1 Million
Q4 2020 Feb 03, 2021	BUY	$299.82 - $343.69 $847,591 - $971,611	2,827 Added 4.74%	62,407 $21.4 Million
Q3 2020 Oct 21, 2020	BUY	$285.37 - $328.74 $1.98 Million - $2.29 Million	6,955 Added 13.22%	59,580 $18.3 Million
Q2 2020 Aug 03, 2020	SELL	$226.15 - $297.17 $435,791 - $572,646	-1,927 Reduced 3.53%	52,625 $14.9 Million
Q1 2020 Apr 28, 2020	BUY	$204.27 - $310.92 $2.18 Million - $3.32 Million	10,672 Added 24.32%	54,552 $12.9 Million
Q4 2019 Jan 30, 2020	SELL	$264.57 - $296.67 $55,030 - $61,707	-208 Reduced 0.47%	43,880 $13 Million
Q3 2019 Oct 17, 2019	BUY	$260.57 - $277.38 $1.17 Million - $1.24 Million	4,480 Added 11.31%	44,088 $12 Million
Q2 2019 Aug 06, 2019	BUY	$252.12 - $271.73 $962,594 - $1.04 Million	3,818 Added 10.67%	39,608 $10.7 Million
Q1 2019 May 10, 2019	SELL	$224.5 - $261.43 $50,512 - $58,821	-225 Reduced 0.62%	35,790 $9.29 Million
Q4 2018 Feb 08, 2019	BUY	$215.07 - $268.24 $7.75 Million - $9.66 Million	36,015 New	36,015 $8.28 Million

Others Institutions Holding VOO

# of Institutions

3,870

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Account

Hillcrest Wealth Advisors Ny, LLC Vanguard Index Fds S&P 500 ETF Transaction History