RWB
VOO icon

RMR Wealth Builders’s Vanguard S&P 500 ETF VOO Stock Holding History

RMR Wealth Builders’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
Q1 		$121M Buy
202,306
+14,648
+8% +$9.16M 9.52% 1
2025
Q4 		$118M Buy
187,658
+7,096
+4% +$4.41M 9.42% 1
2025
Q3 		$111M Buy
180,562
+8,719
+5% +$5.14M 9.28% 2
2025
Q2 		$97.9M Buy
171,843
+5,535
+3% +$2.91M 8.9% 2
2025
Q1 		$85.5M Buy
166,308
+5,271
+3% +$2.85M 9% 1
2024
Q4 		$86.8M Buy
161,037
+10,186
+7% +$5.52M 8.97% 2
2024
Q3 		$79.8M Buy
150,851
+7,088
+5% +$3.6M 8.46% 1
2024
Q2 		$71.9M Buy
143,763
+3,584
+3% +$1.72M 8.25% 2
2024
Q1 		$67.4M Buy
140,179
+4,162
+3% +$1.9M 8.15% 1
2023
Q4 		$59.4M Buy
136,017
+7,046
+5% +$2.88M 8.35% 2
2023
Q3 		$50.6M Buy
128,971
+6,515
+5% +$2.66M 8.09% 2
2023
Q2 		$50.1M Buy
122,456
+5,325
+5% +$2.05M 8.52% 2
2023
Q1 		$44M Buy
117,131
+5,960
+5% +$2.19M 8.38% 1
2022
Q4 		$39.1M Buy
111,171
+5,919
+6% +$2.09M 8.86% 1
2022
Q3 		$34.7M Buy
105,252
+9,123
+9% +$3.33M 8.49% 1
2022
Q2 		$33.5M Buy
96,129
+9,709
+11% +$3.66M 8.34% 2
2022
Q1 		$35.9M Buy
86,420
+11,615
+16% +$4.75M 7.7% 1
2021
Q4 		$32.7M Buy
+74,805
New +$31.6M 9.38% 1

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return