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

Riverbend 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	$458K	Sell	667 -120	-15%	-$80K	0.23%	113
2026 Q1	$470K	Buy	787 +130	+20%	+$81.3K	0.27%	94
2025 Q4	$412K	Buy	657 +25	+4%	+$15.5K	0.26%	99
2025 Q3	$387K	Buy	632 +66	+12%	+$38.9K	0.27%	88
2025 Q2	$321K	Sell	566 -116	-17%	-$61K	0.24%	100
2025 Q1	$350K	Buy	682 +196	+40%	+$106K	0.31%	85
2024 Q4	$262K	Buy	+486	New	+$263K	0.23%	98

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Riverbend Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, selling an estimated $80K and leaving 667 shares worth $458K. The position accounts for 0.23% of the portfolio, ranked #113.

Riverbend Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $470K in Q1 2026. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Riverbend Wealth Management held 667 shares of Vanguard S&P 500 ETF worth $458K as of Q2 2026.
Riverbend Wealth Management sold 120 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $80K.
Vanguard S&P 500 ETF made up 0.23% of Riverbend Wealth Management's portfolio in Q2 2026, its #113 holding.
Riverbend Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Vanguard S&P 500 ETF position peaked at $470K in Q1 2026.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.