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

RMG 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 Q3	$4.3M	Buy	6,131 +195	+3%	+$136K	0.44%	11
2026 Q2	$4.22M	Buy	5,936 +36	+0.6%	+$24K	0.43%	11
2026 Q1	$4.01M	Hold	5,900	–	–	0.46%	12
2025 Q4	$3.73M	Buy	5,900 +2	+0%	+$1.24K	0.48%	11
2025 Q3	$3.63M	Hold	5,898	–	–	0.51%	11
2025 Q2	$3.4M	Buy	+5,898	New	+$3.1M	0.52%	10

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

RMG Wealth Management's VOO Position: Q3 2026 in Review

RMG Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q3 2026, buying an estimated $136K and bringing the position to 6,131 shares worth $4.3M. The position accounts for 0.44% of the portfolio, ranked #11.

RMG Wealth Management first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

RMG Wealth Management held 6,131 shares of Vanguard S&P 500 ETF worth $4.3M as of Q3 2026.
RMG Wealth Management bought 195 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $136K.
Vanguard S&P 500 ETF made up 0.44% of RMG Wealth Management's portfolio in Q3 2026, its #11 holding.
RMG Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.