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

Rockingstone 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 		$1.54M Hold
2,244
– – 0.62% 53
2026
Q1 		$1.34M Buy
2,244
+200
+10% +$125K 0.62% 53
2025
Q4 		$1.28M Sell
2,044
-132
-6% -$82K 0.58% 52
2025
Q3 		$1.33M Sell
2,176
-250
-10% -$147K 0.66% 50
2025
Q2 		$1.38M Sell
2,426
-35
-1% -$18.4K 0.72% 46
2025
Q1 		$1.26M Sell
2,461
-17
-0.7% -$9.19K 0.57% 49
2024
Q4 		$1.34M Sell
2,478
-85
-3% -$46K 0.59% 47
2024
Q3 		$1.35M Sell
2,563
-90
-3% -$45.7K 0.66% 49
2024
Q2 		$1.33M Sell
2,653
-142
-5% -$68.3K 0.68% 49
2024
Q1 		$1.34M Buy
2,795
+242
+9% +$111K 0.69% 54
2023
Q4 		$1.12M Sell
2,553
-1,046
-29% -$428K 0.63% 60
2023
Q3 		$1.41M Sell
3,599
-256
-7% -$105K 0.78% 48
2023
Q2 		$1.57M Buy
3,855
+73
+2% +$28.2K 0.89% 43
2023
Q1 		$1.42M Sell
3,782
-1,767
-32% -$648K 0.87% 47
2022
Q4 		$1.95M Buy
+5,549
New +$1.96M 1.46% 24

Other funds holding VOO

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
DT
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Rockingstone Advisors's VOO Position: Q2 2026 in Review

Rockingstone Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 2,244 shares worth $1.54M. The position accounts for 0.62% of the portfolio, ranked #53.

Rockingstone Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.95M in Q4 2022. 770 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Rockingstone Advisors held 2,244 shares of Vanguard S&P 500 ETF worth $1.54M as of Q2 2026.
  • Rockingstone Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.62% of Rockingstone Advisors's portfolio in Q2 2026, its #53 holding.
  • Rockingstone Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's Vanguard S&P 500 ETF position peaked at $1.95M in Q4 2022.
  • 770 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.