MHR
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Matthew Hamilton Rosenberg’s Vanguard S&P 500 ETF VOO Stock Holding History

Matthew Hamilton Rosenberg’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 		$417K Hold
607
– – 0.08% 123
2026
Q1 		$363K Hold
607
– – 0.07% 132
2025
Q4 		$381K Hold
607
– – 0.08% 116
2025
Q3 		$372K Sell
607
-94
-13% -$55.4K 0.08% 121
2025
Q2 		$398K Buy
701
+30
+4% +$15.8K 0.09% 108
2025
Q1 		$345K Buy
671
+106
+19% +$57.3K 0.09% 103
2024
Q4 		$304K Hold
565
– – 0.08% 124
2024
Q3 		$298K Buy
565
+120
+27% +$61K 0.08% 131
2024
Q2 		$223K Hold
445
– – 0.07% 163
2024
Q1 		$214K Buy
445
+10
+2% +$4.58K 0.06% 175
2023
Q4 		$190K Sell
435
-13
-3% -$5.32K 0.06% 185
2023
Q3 		$176K Hold
448
– – 0.06% 189
2023
Q2 		$182K Sell
448
-249
-36% -$96.1K 0.06% 189
2023
Q1 		$262K Buy
697
+406
+140% +$149K 0.08% 145
2022
Q4 		$102K Buy
291
+163
+127% +$57.6K 0.03% 301
2022
Q3 		$42K Sell
128
-574
-82% -$210K 0.02% 483
2022
Q2 		$246K Buy
702
+570
+432% +$215K 0.09% 135
2022
Q1 		$55K Hold
132
– – 0.02% 446
2021
Q4 		$58K Hold
132
– – 0.02% 395
2021
Q3 		$52K Buy
132
+46
+53% +$18.7K 0.02% 388
2021
Q2 		$34K Hold
86
– – 0.02% 417
2021
Q1 		$31K Buy
86
+4
+5% +$1.42K 0.02% 394
2020
Q4 		$28K Hold
82
– – 0.02% 390
2020
Q3 		$25K Hold
82
– – 0.02% 375
2020
Q2 		$23K Buy
+82
New +$22.1K 0.02% 404

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

Matthew Hamilton Rosenberg's VOO Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 607 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #123.

Matthew Hamilton Rosenberg first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Matthew Hamilton Rosenberg held 607 shares of Vanguard S&P 500 ETF worth $417K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.08% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #123 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.