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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
Q2 		$4.8M Buy
6,984
+116
+2% +$77.3K 1.8% 4
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

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

Ridgewood Investments's VOO Position: Q2 2026 in Review

Ridgewood Investments increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, buying an estimated $77.3K and bringing the position to 6,984 shares worth $4.8M. The position accounts for 1.8% of the portfolio, ranked #4.

Ridgewood Investments first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ridgewood Investments held 6,984 shares of Vanguard S&P 500 ETF worth $4.8M as of Q2 2026.
  • Ridgewood Investments bought 116 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $77.3K.
  • Vanguard S&P 500 ETF made up 1.8% of Ridgewood Investments's portfolio in Q2 2026, its #4 holding.
  • Ridgewood Investments first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.