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RFP Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

RFP Financial Group’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
2025
Q4 		– Sell
-779
Closed -$422K – 105
2025
Q3 		$422K Buy
+779
New +$459K 0.17% 67
2025
Q2 		– Sell
-462
Closed -$238K – 98
2025
Q1 		$238K Sell
462
-292
-39% -$158K 0.1% 93
2024
Q4 		$406K Sell
754
-31
-4% -$16.8K 0.16% 70
2024
Q3 		$414K Sell
785
-197
-20% -$100K 0.13% 71
2024
Q2 		$491K Sell
982
-389
-28% -$187K 0.18% 65
2024
Q1 		$659K Sell
1,371
-307
-18% -$141K 0.26% 53
2023
Q4 		$733K Sell
1,678
-232
-12% -$95K 0.3% 47
2023
Q3 		$750K Sell
1,910
-497
-21% -$203K 0.33% 44
2023
Q2 		$980K Buy
2,407
+22
+0.9% +$8.49K 0.4% 43
2023
Q1 		$897K Sell
2,385
-195
-8% -$71.5K 1.03% 18
2022
Q4 		$906K Buy
+2,580
New +$911K 0.41% 43

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RFP Financial Group's VOO Position: Q4 2025 in Review

RFP Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 779 shares — an estimated $422K sold.

RFP Financial Group first reported a position in VOO in Q4 2022 and held it in 11 quarters. The position peaked at $980K in Q2 2023. 3,847 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • RFP Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 779 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $422K.
  • RFP Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 11 quarters.
  • RFP Financial Group's Vanguard S&P 500 ETF position peaked at $980K in Q2 2023.
  • 3,847 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.