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Richards, Merrill & Peterson’s Vanguard S&P 500 ETF VOO Stock Holding History

Richards, Merrill & Peterson’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 		$4.6M Buy
6,694
+157
+2% +$105K 1.46% 17
2026
Q1 		$3.91M Buy
6,537
+250
+4% +$156K 1.43% 15
2025
Q4 		$3.94M Buy
6,287
+631
+11% +$392K 1.51% 13
2025
Q3 		$3.46M Sell
5,656
-49
-0.9% -$28.9K 1.5% 14
2025
Q2 		$3.24M Buy
5,705
+1,929
+51% +$1.01M 1.54% 13
2025
Q1 		$1.94M Buy
3,776
+216
+6% +$117K 1.01% 20
2024
Q4 		$1.92M Buy
+3,560
New +$1.93M 1% 18

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Richards, Merrill & Peterson's VOO Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $105K and bringing the position to 6,694 shares worth $4.6M. The position accounts for 1.46% of the portfolio, ranked #17.

Richards, Merrill & Peterson first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Richards, Merrill & Peterson held 6,694 shares of Vanguard S&P 500 ETF worth $4.6M as of Q2 2026.
  • Richards, Merrill & Peterson bought 157 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $105K.
  • Vanguard S&P 500 ETF made up 1.46% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #17 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.