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

RF&L Wealth Management’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	$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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

RF&L Wealth Management's VOO Position: Q1 2026 in Review

RF&L Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, buying an estimated $63.2K and bringing the position to 8,919 shares worth $5.33M. The position accounts for 3.99% of the portfolio, ranked #8.

RF&L Wealth Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.53M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

RF&L Wealth Management held 8,919 shares of Vanguard S&P 500 ETF worth $5.33M as of Q1 2026.
RF&L Wealth Management bought 101 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $63.2K.
Vanguard S&P 500 ETF made up 3.99% of RF&L Wealth Management's portfolio in Q1 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 14 quarters since.
RF&L Wealth Management's Vanguard S&P 500 ETF position peaked at $5.53M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.