Rothwell Investment Advisors, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$231K	Buy	+329	New	+$230K	0.12%	158

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VOO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 329 shares worth $231K. The stake represents 0.12% of the portfolio and ranks #158 among its holdings.

2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Rothwell Investment Advisors, LLC held 329 shares of Vanguard S&P 500 ETF worth $231K as of Q3 2026.
Vanguard S&P 500 ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vanguard S&P 500 ETF made up 0.12% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #158 holding.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.