Retirement Financial Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Retirement Financial Solutions’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	$2.26M	Buy	3,294 +96	+3%	+$64K	0.56%	25
2026 Q1	$1.91M	Sell	3,198 -145	-4%	-$90.7K	0.55%	27
2025 Q4	$2.1M	Sell	3,343 -7	-0.2%	-$4.35K	0.61%	25
2025 Q3	$2.05M	Buy	3,350 +34	+1%	+$20K	0.64%	25
2025 Q2	$1.88M	Sell	3,316 -1	-0%	-$526	0.66%	24
2025 Q1	$1.7M	Buy	3,317 +1	+0%	+$541	0.66%	24
2024 Q4	$1.79M	Buy	3,316 +19	+0.6%	+$10.3K	0.96%	15
2024 Q3	$1.74M	Buy	3,297 +86	+3%	+$43.7K	0.76%	18
2024 Q2	$1.61M	Sell	3,211 -7	-0.2%	-$3.37K	0.76%	18
2024 Q1	$1.55M	Sell	3,218 -251	-7%	-$115K	0.8%	18
2023 Q4	$1.52M	Buy	3,469 +292	+9%	+$120K	0.86%	18
2023 Q3	$1.25M	Buy	+3,177	New	+$1.3M	0.84%	16
2023 Q1	–	Sell	-10	Closed	-$3.51K	–	251
2022 Q4	$3.51K	Buy	+10	New	+$3.53K	﹤0.01%	188

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

Retirement Financial Solutions's VOO Position: Q2 2026 in Review

Retirement Financial Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q2 2026, buying an estimated $64K and bringing the position to 3,294 shares worth $2.26M. The position accounts for 0.56% of the portfolio, ranked #25.

Retirement Financial Solutions first reported a position in VOO in Q4 2022 and has held it in 13 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Retirement Financial Solutions held 3,294 shares of Vanguard S&P 500 ETF worth $2.26M as of Q2 2026.
Retirement Financial Solutions bought 96 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $64K.
Vanguard S&P 500 ETF made up 0.56% of Retirement Financial Solutions's portfolio in Q2 2026, its #25 holding.
Retirement Financial Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.