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

Refined 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
Q1 		$914K Sell
1,530
-436
-22% -$273K 0.58% 22
2025
Q4 		$1.23M Buy
1,966
+3
+0.2% +$1.86K 0.83% 19
2025
Q3 		$1.2M Buy
1,963
+4
+0.2% +$2.36K 0.77% 18
2025
Q2 		$1.11M Buy
1,959
+2
+0.1% +$1.05K 0.76% 17
2025
Q1 		$1.01M Buy
1,957
+514
+36% +$278K 0.82% 17
2024
Q4 		$778K Buy
1,443
+20
+1% +$10.8K 0.59% 19
2024
Q3 		$751K Buy
1,423
+17
+1% +$8.64K 0.58% 19
2024
Q2 		$703K Hold
1,406
– – 0.54% 19
2024
Q1 		$676K Buy
1,406
+44
+3% +$20.1K 0.48% 21
2023
Q4 		$595K Sell
1,362
-19
-1% -$7.78K 0.46% 20
2023
Q3 		$542K Buy
1,381
+8
+0.6% +$3.27K 0.49% 20
2023
Q2 		$559K Sell
1,373
-35
-2% -$13.5K 0.46% 20
2023
Q1 		$530K Sell
1,408
-27
-2% -$9.9K 0.47% 19
2022
Q4 		$504K Buy
1,435
+175
+14% +$61.8K 0.44% 20
2022
Q3 		$414K Hold
1,260
– – 0.37% 21
2022
Q2 		$437K Buy
1,260
+108
+9% +$40.7K 0.39% 21
2022
Q1 		$478K Sell
1,152
-556
-33% -$228K 0.4% 20
2021
Q4 		$746K Buy
1,708
+360
+27% +$152K 0.58% 18
2021
Q3 		$532K Hold
1,348
– – 0.43% 19
2021
Q2 		$530K Buy
+1,348
New +$517K 0.45% 18

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Refined Wealth Management's VOO Position: Q1 2026 in Review

Refined Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 22% in Q1 2026, selling an estimated $273K and leaving 1,530 shares worth $914K. The position accounts for 0.58% of the portfolio, ranked #22.

Refined Wealth Management first reported a position in VOO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.23M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Refined Wealth Management held 1,530 shares of Vanguard S&P 500 ETF worth $914K as of Q1 2026.
  • Refined Wealth Management sold 436 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $273K.
  • Vanguard S&P 500 ETF made up 0.58% of Refined Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Refined Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
  • Refined Wealth Management's Vanguard S&P 500 ETF position peaked at $1.23M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.