RS
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Retirement Solution’s Vanguard S&P 500 ETF VOO Stock Holding History

Retirement Solution’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 		$1.88M Buy
3,145
+673
+27% +$421K 0.44% 13
2025
Q4 		$1.55M Buy
2,472
+283
+13% +$176K 0.34% 17
2025
Q3 		$1.34M Sell
2,189
-2
-0.1% -$1.18K 0.32% 14
2025
Q2 		$1.24M Buy
2,191
+560
+34% +$294K 0.32% 15
2025
Q1 		$838K Buy
1,631
+388
+31% +$210K 0.24% 15
2024
Q4 		$670K Sell
1,243
-103
-8% -$55.8K 0.18% 23
2024
Q3 		$710K Buy
+1,346
New +$684K 0.17% 28
2023
Q2 		– Sell
-938
Closed -$353K – 45
2023
Q1 		$353K Buy
+938
New +$344K 0.12% 30
2022
Q4 		– Sell
-1,530
Closed -$502K – 35
2022
Q3 		$502K Buy
1,530
+1
+0.1% +$365 0.27% 20
2022
Q2 		$530K Buy
1,529
+853
+126% +$321K 0.29% 19
2022
Q1 		$280K Sell
676
-498
-42% -$204K 0.12% 32
2021
Q4 		$513K Buy
1,174
+114
+11% +$48.1K 0.22% 25
2021
Q3 		$418K Buy
1,060
+241
+29% +$97.8K 0.19% 30
2021
Q2 		$322K Sell
819
-227
-22% -$87.1K 0.15% 34
2021
Q1 		$381K Buy
1,046
+1
+0.1% +$355 0.23% 29
2020
Q4 		$359K Buy
+1,045
New +$341K 0.24% 29

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

Retirement Solution's VOO Position: Q1 2026 in Review

Retirement Solution increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q1 2026, buying an estimated $421K and bringing the position to 3,145 shares worth $1.88M. The position accounts for 0.44% of the portfolio, ranked #13.

Retirement Solution first reported a position in VOO in Q4 2020 and has held it in 16 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Retirement Solution held 3,145 shares of Vanguard S&P 500 ETF worth $1.88M as of Q1 2026.
  • Retirement Solution bought 673 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $421K.
  • Vanguard S&P 500 ETF made up 0.44% of Retirement Solution's portfolio in Q1 2026, its #13 holding.
  • Retirement Solution first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.