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

Ritholtz 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
Q2 		$17.9M Sell
26,100
-12,268
-32% -$8.18M 0.27% 47
2026
Q1 		$22.9M Buy
38,368
+20,744
+118% +$13M 0.4% 36
2025
Q4 		$11.1M Buy
17,624
+4,101
+30% +$2.55M 0.2% 56
2025
Q3 		$8.28M Buy
13,523
+3,723
+38% +$2.19M 0.16% 71
2025
Q2 		$5.57M Buy
9,800
+2,172
+28% +$1.14M 0.12% 97
2025
Q1 		$3.92M Buy
7,628
+1,507
+25% +$815K 0.12% 121
2024
Q4 		$3.3M Buy
6,121
+546
+10% +$296K 0.1% 133
2024
Q3 		$2.94M Buy
5,575
+837
+18% +$425K 0.09% 159
2024
Q2 		$2.37M Buy
4,738
+348
+8% +$167K 0.08% 170
2024
Q1 		$2.11M Buy
4,390
+426
+11% +$195K 0.07% 185
2023
Q4 		$1.73M Buy
3,964
+109
+3% +$44.6K 0.07% 194
2023
Q3 		$1.51M Sell
3,855
-97
-2% -$39.7K 0.07% 195
2023
Q2 		$1.61M Buy
3,952
+230
+6% +$88.7K 0.07% 178
2023
Q1 		$1.4M Sell
3,722
-1,378
-27% -$505K 0.07% 184
2022
Q4 		$1.79M Sell
5,100
-469
-8% -$166K 0.1% 142
2022
Q3 		$1.83M Buy
5,569
+399
+8% +$146K 0.1% 141
2022
Q2 		$1.79M Buy
5,170
+150
+3% +$56.5K 0.11% 105
2022
Q1 		$2.08M Sell
5,020
-744
-13% -$305K 0.14% 88
2021
Q4 		$2.52M Sell
5,764
-229
-4% -$96.7K 0.16% 63
2021
Q3 		$2.36M Buy
5,993
+599
+11% +$243K 0.16% 63
2021
Q2 		$2.12M Sell
5,394
-4,063
-43% -$1.56M 0.15% 67
2021
Q1 		$3.44M Buy
9,457
+685
+8% +$243K 0.29% 38
2020
Q4 		$3.02M Buy
8,772
+405
+5% +$132K 0.29% 35
2020
Q3 		$2.57M Sell
8,367
-731
-8% -$223K 0.29% 35
2020
Q2 		$2.58M Sell
9,098
-169
-2% -$45.5K 0.33% 36
2020
Q1 		$2.19M Sell
9,267
-4,476
-33% -$1.25M 0.35% 30
2019
Q4 		$4.07M Buy
13,743
+562
+4% +$159K 0.59% 18
2019
Q3 		$3.59M Sell
13,181
-43
-0.3% -$11.7K 0.58% 18
2019
Q2 		$3.56M Buy
13,224
+162
+1% +$42.9K 0.61% 19
2019
Q1 		$3.39M Sell
13,062
-270
-2% -$67.4K 0.62% 21
2018
Q4 		$3.06M Buy
13,332
+7,730
+138% +$1.91M 0.69% 23
2018
Q3 		$1.5M Sell
5,602
-675
-11% -$177K 0.38% 22
2018
Q2 		$1.57M Buy
6,277
+4,821
+331% +$1.2M 0.43% 21
2018
Q1 		$352K Sell
1,456
-810
-36% -$203K 0.1% 76
2017
Q4 		$556K Buy
2,266
+218
+11% +$52.1K 0.16% 65
2017
Q3 		$473K Hold
2,048
– – 0.18% 42
2017
Q2 		$455K Buy
+2,048
New +$451K 0.19% 41
2016
Q4 		$470K Buy
+2,288
New +$459K 0.24% 45

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

Ritholtz Wealth Management's VOO Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 32% in Q2 2026, selling an estimated $8.18M and leaving 26,100 shares worth $17.9M. The position accounts for 0.27% of the portfolio, ranked #47.

Ritholtz Wealth Management first reported a position in VOO in Q4 2016 and has held it in 38 quarters since. The position peaked at $22.9M in Q1 2026. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ritholtz Wealth Management held 26,100 shares of Vanguard S&P 500 ETF worth $17.9M as of Q2 2026.
  • Ritholtz Wealth Management sold 12,268 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.18M.
  • Vanguard S&P 500 ETF made up 0.27% of Ritholtz Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
  • Ritholtz Wealth Management's Vanguard S&P 500 ETF position peaked at $22.9M in Q1 2026.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.