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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Retirement Wealth Solutions reduced its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q2 2026, selling an estimated $1M and leaving 39,857 shares worth $27.4M. The position accounts for 15.08% of the portfolio, ranked #1.

Retirement Wealth Solutions first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Retirement Wealth Solutions held 39,857 shares of Vanguard S&P 500 ETF worth $27.4M as of Q2 2026.
  • Retirement Wealth Solutions sold 1,507 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1M.
  • Vanguard S&P 500 ETF made up 15.08% of Retirement Wealth Solutions's portfolio in Q2 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 7 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.