Rebalance’s Vanguard S&P 500 ETF VOO Stock Holding History

Rebalance’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	$2.85M	Sell	4,149 -133	-3%	-$88.7K	0.15%	40
2026 Q1	$2.56M	Buy	4,282 +38	+0.9%	+$23.8K	0.15%	42
2025 Q4	$2.66M	Sell	4,244 -125	-3%	-$77.7K	0.16%	41
2025 Q3	$2.68M	Sell	4,369 -1,861	-30%	-$1.1M	0.16%	41
2025 Q2	$3.54M	Sell	6,230 -12	-0.2%	-$6.31K	0.24%	35
2025 Q1	$3.21M	Sell	6,242 -22	-0.4%	-$11.9K	0.24%	32
2024 Q4	$3.38M	Buy	6,264 +97	+2%	+$52.5K	0.25%	32
2024 Q3	$3.25M	Sell	6,167 -4	-0.1%	-$2.03K	0.24%	33
2024 Q2	$3.09M	Sell	6,171 -19	-0.3%	-$9.14K	0.25%	32
2024 Q1	$2.98M	Sell	6,190 -32	-0.5%	-$14.6K	0.24%	34
2023 Q4	$2.72M	Sell	6,222 -15	-0.2%	-$6.14K	0.24%	35
2023 Q3	$2.45M	Hold	6,237	–	–	0.24%	35
2023 Q2	$2.54M	Hold	6,237	–	–	0.24%	33
2023 Q1	$2.35M	Buy	6,237 +1	+0%	+$367	0.23%	36
2022 Q4	$2.19M	Buy	+6,236	New	+$2.2M	0.23%	37

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Rebalance's VOO Position: Q2 2026 in Review

Rebalance reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q2 2026, selling an estimated $88.7K and leaving 4,149 shares worth $2.85M. The position accounts for 0.15% of the portfolio, ranked #40.

Rebalance first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.54M in Q2 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Rebalance held 4,149 shares of Vanguard S&P 500 ETF worth $2.85M as of Q2 2026.
Rebalance sold 133 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $88.7K.
Vanguard S&P 500 ETF made up 0.15% of Rebalance's portfolio in Q2 2026, its #40 holding.
Rebalance first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Rebalance's Vanguard S&P 500 ETF position peaked at $3.54M in Q2 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.