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 Q3	$817K	Buy	1,165 +558	+92%	+$390K	0.15%	72
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Matthew Hamilton Rosenberg's VOO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Vanguard S&P 500 ETF (VOO) stake by 92% in Q3 2026, buying an estimated $390K and bringing the position to 1,165 shares worth $817K. The position accounts for 0.15% of the portfolio, ranked #72.

Matthew Hamilton Rosenberg first reported a position in VOO in Q2 2020 and has held it in 26 quarters since. 1,971 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Matthew Hamilton Rosenberg held 1,165 shares of Vanguard S&P 500 ETF worth $817K as of Q3 2026.
Matthew Hamilton Rosenberg bought 558 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $390K.
Vanguard S&P 500 ETF made up 0.15% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #72 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 26 quarters since.
1,971 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.