Riversedge Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Riversedge Advisors’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	$933K	Buy	1,358 +70	+5%	+$46.7K	0.12%	69
2026 Q1	$770K	Sell	1,288 -265	-17%	-$166K	0.12%	65
2025 Q4	$974K	Sell	1,553 -357	-19%	-$222K	0.16%	49
2025 Q3	$1.17M	Buy	1,910 +1,031	+117%	+$608K	0.2%	46
2025 Q2	$499K	Sell	879 -3	-0.3%	-$1.58K	0.1%	64
2025 Q1	$453K	Buy	882 +3	+0.3%	+$1.62K	0.1%	67
2024 Q4	$474K	Buy	879 +4	+0.5%	+$2.17K	0.11%	63
2024 Q3	$462K	Buy	875 +1	+0.1%	+$508	0.1%	56
2024 Q2	$437K	Sell	874 -27	-3%	-$13K	0.11%	56
2024 Q1	$433K	Buy	901 +3	+0.3%	+$1.37K	0.11%	53
2023 Q4	$392K	Sell	898 -18	-2%	-$7.37K	0.11%	55
2023 Q3	$360K	Buy	916 +2	+0.2%	+$818	0.11%	54
2023 Q2	$372K	Buy	914 +8	+0.9%	+$3.09K	0.1%	55
2023 Q1	$341K	Buy	+906	New	+$332K	0.1%	58

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Riversedge Advisors's VOO Position: Q2 2026 in Review

Riversedge Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q2 2026, buying an estimated $46.7K and bringing the position to 1,358 shares worth $933K. The position accounts for 0.12% of the portfolio, ranked #69.

Riversedge Advisors first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Riversedge Advisors held 1,358 shares of Vanguard S&P 500 ETF worth $933K as of Q2 2026.
Riversedge Advisors bought 70 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $46.7K.
Vanguard S&P 500 ETF made up 0.12% of Riversedge Advisors's portfolio in Q2 2026, its #69 holding.
Riversedge Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Riversedge Advisors's Vanguard S&P 500 ETF position peaked at $1.17M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.