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

Retirement Wealth 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 Q3	$27.7M	Sell	39,491 -366	-0.9%	-$256K	14.62%	1
2026 Q2	$27.4M	Sell	39,857 -1,507	-4%	-$1M	15.08%	1
2026 Q1	$24.7M	Buy	41,364 +70	+0.2%	+$43.8K	15.58%	1
2025 Q4	$25.9M	Sell	41,294 -79	-0.2%	-$49.1K	16.37%	1
2025 Q3	$25.3M	Sell	41,373 -677	-2%	-$399K	16.65%	1
2025 Q2	$23.9M	Sell	42,050 -473	-1%	-$249K	17.44%	1
2025 Q1	$21.9M	Sell	42,523 -2,345	-5%	-$1.27M	17.63%	1
2024 Q4	$24M	Buy	+44,868	New	+$24.3M	20.25%	1

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Retirement Wealth Solutions's VOO Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Vanguard S&P 500 ETF (VOO) stake by 0.92% in Q3 2026, selling an estimated $256K and leaving 39,491 shares worth $27.7M. The position accounts for 14.62% of the portfolio, ranked #1.

Retirement Wealth Solutions first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 2,103 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Retirement Wealth Solutions held 39,491 shares of Vanguard S&P 500 ETF worth $27.7M as of Q3 2026.
Retirement Wealth Solutions sold 366 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $256K.
Vanguard S&P 500 ETF made up 14.62% of Retirement Wealth Solutions's portfolio in Q3 2026, its #1 holding.
Retirement Wealth Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,103 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.