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

Retirement Income 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 		$2.78M Hold
4,652
– – 0.48% 29
2026
Q1 		$2.78M Hold
4,652
– – 0.48% 30
2025
Q4 		$2.92M Buy
4,652
+359
+8% +$223K 0.49% 31
2025
Q3 		$2.63M Hold
4,293
– – 0.45% 30
2025
Q2 		$2.44M Sell
4,293
-375
-8% -$197K 0.45% 29
2025
Q1 		$2.4M Hold
4,668
– – 0.5% 27
2024
Q4 		$2.52M Buy
4,668
+375
+9% +$203K 0.51% 26
2024
Q3 		$2.27M Buy
4,293
+29
+0.7% +$14.7K 0.52% 27
2024
Q2 		$2.13M Sell
4,264
-232
-5% -$112K 0.52% 27
2024
Q1 		$2.16M Buy
4,496
+351
+8% +$161K 0.49% 30
2023
Q4 		$1.81M Sell
4,145
-34
-0.8% -$13.9K 0.45% 30
2023
Q3 		$1.64M Buy
4,179
+34
+0.8% +$13.9K 0.46% 31
2023
Q2 		$1.69M Hold
4,145
– – 0.45% 31
2023
Q1 		$1.56M Buy
4,145
+1,709
+70% +$627K 0.45% 31
2022
Q4 		$856K Sell
2,436
-322
-12% -$114K 0.27% 49
2022
Q3 		$919K Buy
2,758
+343
+14% +$125K 0.33% 38
2022
Q2 		$838K Sell
2,415
-1,572
-39% -$592K 0.3% 42
2022
Q1 		$1.66M Buy
3,987
+573
+17% +$235K 0.46% 25
2021
Q4 		$1.49M Buy
3,414
+284
+9% +$120K 0.4% 27
2021
Q3 		$1.23M Buy
3,130
+450
+17% +$183K 0.41% 33
2021
Q2 		$1.05M Hold
2,680
– – 0.36% 35
2021
Q1 		$976K Hold
2,680
– – 0.34% 40
2020
Q4 		$921K Buy
2,680
+780
+41% +$254K 0.33% 38
2020
Q3 		$585K Sell
1,900
-687
-27% -$209K 0.26% 49
2020
Q2 		$733K Buy
2,587
+354
+16% +$95.3K 0.31% 39
2020
Q1 		$529K Hold
2,233
– – 0.3% 39
2019
Q4 		$661K Buy
+2,233
New +$632K 0.28% 39

Other funds holding VOO

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

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

Retirement Income Solutions held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 4,652 shares worth $2.78M. The position accounts for 0.48% of the portfolio, ranked #29.

Retirement Income Solutions first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.92M in Q4 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Retirement Income Solutions held 4,652 shares of Vanguard S&P 500 ETF worth $2.78M as of Q2 2026.
  • Retirement Income Solutions left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.48% of Retirement Income Solutions's portfolio in Q2 2026, its #29 holding.
  • Retirement Income Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Retirement Income Solutions's Vanguard S&P 500 ETF position peaked at $2.92M in Q4 2025.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.