RKL Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.03M | Sell |
8,418
-134
| -2% | -$83.8K | 0.45% | 33 |
|
|
2025
Q4 | $5.36M | Buy |
8,552
+943
| +12% | +$586K | 0.44% | 32 |
|
|
2025
Q3 | $4.66M | Sell |
7,609
-782
| -9% | -$461K | 0.4% | 33 |
|
|
2025
Q2 | $4.77M | Buy |
8,391
+295
| +4% | +$155K | 0.42% | 33 |
|
|
2025
Q1 | $4.16M | Sell |
8,096
-871
| -10% | -$471K | 0.39% | 42 |
|
|
2024
Q4 | $4.83M | Buy |
8,967
+675
| +8% | +$366K | 0.43% | 38 |
|
|
2024
Q3 | $4.38M | Buy |
8,292
+126
| +2% | +$64K | 0.4% | 37 |
|
|
2024
Q2 | $4.08M | Sell |
8,166
-196
| -2% | -$94.3K | 0.39% | 37 |
|
|
2024
Q1 | $4.02M | Buy |
8,362
+237
| +3% | +$108K | 0.4% | 38 |
|
|
2023
Q4 | $3.55M | Sell |
8,125
-25
| -0.3% | -$10.2K | 0.38% | 40 |
|
|
2023
Q3 | $3.2M | Buy |
8,150
+484
| +6% | +$198K | 0.39% | 40 |
|
|
2023
Q2 | $3.12M | Buy |
7,666
+385
| +5% | +$149K | 0.37% | 41 |
|
|
2023
Q1 | $2.74M | Buy |
7,281
+9
| +0.1% | +$3.3K | 0.35% | 43 |
|
|
2022
Q4 | $2.56M | Buy |
7,272
+895
| +14% | +$316K | 0.34% | 47 |
|
|
2022
Q3 | $2.09M | Buy |
6,377
+10
| +0.2% | +$3.65K | 0.3% | 49 |
|
|
2022
Q2 | $2.21M | Buy |
6,367
+290
| +5% | +$109K | 0.3% | 49 |
|
|
2022
Q1 | $2.52M | Buy |
6,077
+622
| +11% | +$255K | 0.3% | 50 |
|
|
2021
Q4 | $2.38M | Buy |
5,455
+26
| +0.5% | +$11K | 0.28% | 51 |
|
|
2021
Q3 | $2.14M | Buy |
5,429
+86
| +2% | +$34.9K | 0.27% | 51 |
|
|
2021
Q2 | $2.1M | Buy |
5,343
+14
| +0.3% | +$5.37K | 0.26% | 53 |
|
|
2021
Q1 | $1.94M | Sell |
5,329
-672
| -11% | -$238K | 0.26% | 53 |
|
|
2020
Q4 | $2.06M | Sell |
6,001
-111
| -2% | -$36.2K | 0.29% | 50 |
|
|
2020
Q3 | $1.88M | Buy |
6,112
+22
| +0.4% | +$6.7K | 0.3% | 48 |
|
|
2020
Q2 | $1.73M | Buy |
6,090
+676
| +12% | +$182K | 0.3% | 49 |
|
|
2020
Q1 | $1.28M | Buy |
5,414
+27
| +0.5% | +$7.57K | 0.27% | 56 |
|
|
2019
Q4 | $1.59M | Buy |
5,387
+250
| +5% | +$70.7K | 0.29% | 58 |
|
|
2019
Q3 | $1.4M | Sell |
5,137
-1,389
| -21% | -$377K | 0.27% | 62 |
|
|
2019
Q2 | $1.75M | Sell |
6,526
-145
| -2% | -$38.4K | 0.32% | 52 |
|
|
2019
Q1 | $1.73M | Sell |
6,671
-1,087
| -14% | -$272K | 0.34% | 50 |
|
|
2018
Q4 | $1.78M | Sell |
7,758
-30
| -0.4% | -$7.43K | 0.41% | 49 |
|
|
2018
Q3 | $2.08M | Sell |
7,788
-24
| -0.3% | -$6.28K | 0.44% | 47 |
|
|
2018
Q2 | $1.95M | Buy |
7,812
+15
| +0.2% | +$3.72K | 0.44% | 48 |
|
|
2018
Q1 | $1.89M | Buy |
7,797
+429
| +6% | +$108K | 0.45% | 49 |
|
|
2017
Q4 | $1.81M | Sell |
7,368
-134
| -2% | -$32K | 0.45% | 51 |
|
|
2017
Q3 | $1.73M | Buy |
7,502
+1,154
| +18% | +$261K | 0.49% | 50 |
|
|
2017
Q2 | $1.41M | Buy |
+6,348
| New | +$1.4M | 0.45% | 52 |
|
|
2017
Q1 | – | Sell |
-1,008
| Closed | -$207K | – | 118 |
|
|
2016
Q4 | $207K | Buy |
+1,008
| New | +$202K | 0.1% | 96 |
|
Other funds holding VOO
VGA
AA
RKL Wealth Management's VOO Position: Q1 2026 in Review
RKL Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2026, selling an estimated $83.8K and leaving 8,418 shares worth $5.03M. The position accounts for 0.45% of the portfolio, ranked #33.
RKL Wealth Management first reported a position in VOO in Q4 2016 and has held it in 37 quarters since. The position peaked at $5.36M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- RKL Wealth Management held 8,418 shares of Vanguard S&P 500 ETF worth $5.03M as of Q1 2026.
- RKL Wealth Management sold 134 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $83.8K.
- Vanguard S&P 500 ETF made up 0.45% of RKL Wealth Management's portfolio in Q1 2026, its #33 holding.
- RKL Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 37 quarters since.
- RKL Wealth Management's Vanguard S&P 500 ETF position peaked at $5.36M in Q4 2025.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.