Robinson Smith Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Robinson Smith Wealth 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	$4.28M	Buy	6,229 +1,438	+30%	+$959K	2.56%	9
2026 Q1	$2.86M	Sell	4,791 -452	-9%	-$283K	1.94%	15
2025 Q4	$3.29M	Buy	5,243 +453	+9%	+$282K	2.25%	14
2025 Q3	$2.93M	Sell	4,790 -1	-0%	-$589	2.11%	13
2025 Q2	$2.72M	Sell	4,791 -78	-2%	-$41K	2.18%	13
2025 Q1	$2.5M	Sell	4,869 -562	-10%	-$304K	2.09%	14
2024 Q4	$2.93M	Sell	5,431 -241	-4%	-$131K	2.48%	11
2024 Q3	$2.99M	Buy	5,672 +8	+0.1%	+$4.07K	2.54%	8
2024 Q2	$2.83M	Buy	5,664 +122	+2%	+$58.7K	2.49%	8
2024 Q1	$2.66M	Buy	5,542 +1	+0%	+$458	2.56%	7
2023 Q4	$2.42M	Buy	+5,541	New	+$2.27M	2.38%	6

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

Robinson Smith Wealth Advisors's VOO Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 30% in Q2 2026, buying an estimated $959K and bringing the position to 6,229 shares worth $4.28M. The position accounts for 2.56% of the portfolio, ranked #9.

Robinson Smith Wealth Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Robinson Smith Wealth Advisors held 6,229 shares of Vanguard S&P 500 ETF worth $4.28M as of Q2 2026.
Robinson Smith Wealth Advisors bought 1,438 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $959K.
Vanguard S&P 500 ETF made up 2.56% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Robinson Smith Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.