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Retirement Capital Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Retirement Capital Strategies’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
2020
Q1 		– Sell
-1,600
Closed -$473K – 56
2019
Q4 		$473K Hold
1,600
– – 0.22% 32
2019
Q3 		$436K Buy
+1,600
New +$434K 0.22% 33

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 $424B AUM 22.94% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Retirement Capital Strategies's VOO Position: Q1 2026 in Review

Retirement Capital Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q1 2026, selling an estimated $191K and leaving 23,681 shares worth $14.2M. The position accounts for 5.35% of the portfolio, ranked #5.

Retirement Capital Strategies first reported a position in VOO in Q4 2013 and has held it in 50 quarters since. The position peaked at $58.3M in Q4 2017. 3,836 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Retirement Capital Strategies held 23,681 shares of Vanguard S&P 500 ETF worth $14.2M as of Q1 2026.
  • Retirement Capital Strategies sold 306 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $191K.
  • Vanguard S&P 500 ETF made up 5.35% of Retirement Capital Strategies's portfolio in Q1 2026, its #5 holding.
  • Retirement Capital Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 50 quarters since.
  • Retirement Capital Strategies's Vanguard S&P 500 ETF position peaked at $58.3M in Q4 2017.
  • 3,836 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.