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
Q3 		$2.01M Sell
2,865
-72
-2% -$50.3K 0.44% 13
2026
Q2 		$2.02M Sell
2,937
-208
-7% -$139K 0.9% 13
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Retirement Solution's VOO Position: Q3 2026 in Review

Retirement Solution reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q3 2026, selling an estimated $50.3K and leaving 2,865 shares worth $2.01M. 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 18 quarters since. The position peaked at $2.02M in Q2 2026. 1,898 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Retirement Solution held 2,865 shares of Vanguard S&P 500 ETF worth $2.01M as of Q3 2026.
  • Retirement Solution sold 72 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $50.3K.
  • Vanguard S&P 500 ETF made up 0.44% of Retirement Solution's portfolio in Q3 2026, its #13 holding.
  • Retirement Solution first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
  • Retirement Solution's Vanguard S&P 500 ETF position peaked at $2.02M in Q2 2026.
  • 1,898 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.