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Redwood Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Redwood Wealth Management Group’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
Q1 		– Sell
-340
Closed -$213K – 192
2025
Q4 		$213K Buy
+340
New +$211K 0.09% 179
2024
Q4 		– Sell
-479
Closed -$253K – 170
2024
Q3 		$253K Buy
479
+429
+858% +$218K 0.13% 140
2024
Q2 		$25K Buy
+50
New +$24.1K 0.02% 408

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Redwood Wealth Management Group's VOO Position: Q1 2026 in Review

Redwood Wealth Management Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 340 shares — an estimated $213K sold.

Redwood Wealth Management Group first reported a position in VOO in Q2 2024 and held it in 3 quarters. The position peaked at $253K in Q3 2024. 3,861 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Redwood Wealth Management Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 340 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $213K.
  • Redwood Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and held it in 3 quarters.
  • Redwood Wealth Management Group's Vanguard S&P 500 ETF position peaked at $253K in Q3 2024.
  • 3,861 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.