RF&L Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.33M Buy
9,222
+303
+3% +$202K 4.29% 8
2026
Q1
$5.33M Buy
8,919
+101
+1% +$63.2K 3.99% 8
2025
Q4
$5.53M Buy
8,818
+257
+3% +$160K 3.1% 11
2025
Q3
$5.24M Buy
8,561
+238
+3% +$140K 3.08% 11
2025
Q2
$4.73M Buy
8,323
+193
+2% +$101K 3.05% 13
2025
Q1
$4.18M Buy
8,130
+322
+4% +$174K 2.99% 11
2024
Q4
$4.21M Buy
7,808
+466
+6% +$252K 2.98% 11
2024
Q3
$3.87M Buy
7,342
+24
+0.3% +$12.2K 2.74% 14
2024
Q2
$3.66M Buy
7,318
+332
+5% +$160K 2.78% 13
2024
Q1
$3.36M Buy
6,986
+663
+10% +$303K 2.59% 14
2023
Q4
$2.76M Buy
6,323
+727
+13% +$298K 2.3% 15
2023
Q3
$2.2M Buy
5,596
+147
+3% +$60.1K 2.04% 16
2023
Q2
$2.22M Buy
5,449
+220
+4% +$84.9K 2.03% 15
2023
Q1
$1.97M Buy
5,229
+240
+5% +$88K 1.91% 15
2022
Q4
$1.75M Buy
+4,989
New +$1.76M 1.81% 16

Other funds holding VOO

RF&L Wealth Management's VOO Position: Q2 2026 in Review

RF&L Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q2 2026, buying an estimated $202K and bringing the position to 9,222 shares worth $6.33M. The position accounts for 4.29% of the portfolio, ranked #8.

RF&L Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • RF&L Wealth Management held 9,222 shares of Vanguard S&P 500 ETF worth $6.33M as of Q2 2026.
  • RF&L Wealth Management bought 303 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $202K.
  • Vanguard S&P 500 ETF made up 4.29% of RF&L Wealth Management's portfolio in Q2 2026, its #8 holding.
  • RF&L Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.