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Castle Rock Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Castle Rock Wealth Management’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 		$239K Buy
+349
New +$233K 0.05% 248
2018
Q1 		– Sell
-852
Closed -$209K – 117
2017
Q4 		$209K Buy
+852
New +$204K 0.41% 94

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Castle Rock Wealth Management's VOO Position: Q2 2026 in Review

Castle Rock Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 349 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #248 among its holdings. This is a return to the name: Castle Rock Wealth Management previously reported a position in VOO as recently as Q4 2017.

Castle Rock Wealth Management first reported a position in VOO in Q4 2017 and has held it in 2 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Castle Rock Wealth Management held 349 shares of Vanguard S&P 500 ETF worth $239K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Castle Rock Wealth Management position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.05% of Castle Rock Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Castle Rock Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 2 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.