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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Retirement Financial Solutions's VOO Position: Q1 2026 in Review

Retirement Financial Solutions reduced its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q1 2026, selling an estimated $90.7K and leaving 3,198 shares worth $1.91M. The position accounts for 0.55% of the portfolio, ranked #27.

Retirement Financial Solutions first reported a position in VOO in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.1M in Q4 2025. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Retirement Financial Solutions held 3,198 shares of Vanguard S&P 500 ETF worth $1.91M as of Q1 2026.
Retirement Financial Solutions sold 145 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $90.7K.
Vanguard S&P 500 ETF made up 0.55% of Retirement Financial Solutions's portfolio in Q1 2026, its #27 holding.
Retirement Financial Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
Retirement Financial Solutions's Vanguard S&P 500 ETF position peaked at $2.1M in Q4 2025.
3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.