RI
VOO icon

Ridgewood Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Ridgewood Investments’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 		$4.1M Buy
+6,868
New +$4.3M 1.68% 6
2025
Q3 		$4.48M Buy
7,810
+618
+9% +$364K 1.89% 5
2025
Q2 		$4.08M Buy
7,192
+135
+2% +$70.9K 1.76% 4
2025
Q1 		$3.63M Sell
7,057
-298
-4% -$161K 1.69% 5
2024
Q4 		$3.96M Sell
7,355
-66
-0.9% -$35.7K 1.91% 4
2024
Q3 		$3.92M Sell
7,421
-33
-0.4% -$16.8K 1.96% 4
2024
Q2 		$3.73M Sell
7,454
-127
-2% -$61.1K 1.86% 4
2024
Q1 		$3.64M Buy
7,581
+88
+1% +$40.3K 1.93% 5
2023
Q4 		$3.27M Sell
7,493
-190
-2% -$77.8K 1.94% 4
2023
Q3 		$3.02M Sell
7,683
-68
-0.9% -$27.8K 1.98% 5
2023
Q2 		$3.16M Sell
7,751
-461
-6% -$178K 1.79% 4
2023
Q1 		$3.09M Buy
8,212
+437
+6% +$160K 1.89% 3
2022
Q4 		$2.73M Sell
7,775
-608
-7% -$215K 1.94% 4
2022
Q3 		$2.75M Buy
8,383
+135
+2% +$49.3K 2.29% 2
2022
Q2 		$2.86M Sell
8,248
-706
-8% -$266K 2.25% 2
2022
Q1 		$3.72M Buy
8,954
+213
+2% +$87.2K 2.44% 2
2021
Q4 		$3.82M Buy
8,741
+225
+3% +$95K 2.42% 2
2021
Q3 		$3.36M Buy
8,516
+323
+4% +$131K 2.28% 3
2021
Q2 		$3.22M Sell
8,193
-62
-0.8% -$23.8K 2.07% 3
2021
Q1 		$3.01M Buy
8,255
+3,158
+62% +$1.12M 1.84% 4
2020
Q4 		$1.57M Hold
5,097
– – 1.24% 13
2020
Q3 		$1.57M Buy
5,097
+1,854
+57% +$565K 1.23% 13
2020
Q2 		$919K Buy
+3,243
New +$873K 0.76% 32

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ridgewood Investments's VOO Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 6,868 shares worth $4.1M. The stake represents 1.68% of the portfolio and ranks #6 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in VOO as recently as Q3 2025.

Ridgewood Investments first reported a position in VOO in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.48M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Ridgewood Investments held 6,868 shares of Vanguard S&P 500 ETF worth $4.1M as of Q1 2026.
  • Vanguard S&P 500 ETF was a new Ridgewood Investments position in Q1 2026.
  • Vanguard S&P 500 ETF made up 1.68% of Ridgewood Investments's portfolio in Q1 2026, its #6 holding.
  • Ridgewood Investments first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 23 quarters since.
  • Ridgewood Investments's Vanguard S&P 500 ETF position peaked at $4.48M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.