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

Rockline 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
Q1 		$412K Buy
690
+313
+83% +$196K 0.09% 71
2025
Q4 		$236K Buy
377
+6
+2% +$3.73K 0.05% 87
2025
Q3 		$227K Buy
371
+2
+0.5% +$1.18K 0.05% 93
2025
Q2 		$210K Buy
+369
New +$194K 0.05% 94
2025
Q1 		– Sell
-381
Closed -$205K – 102
2024
Q4 		$205K Sell
381
-17
-4% -$9.21K 0.05% 99
2024
Q3 		$210K Buy
+398
New +$202K 0.06% 98

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 $1.56T 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 $871B 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

Rockline Wealth Management's VOO Position: Q1 2026 in Review

Rockline Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 83% in Q1 2026, buying an estimated $196K and bringing the position to 690 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #71.

Rockline Wealth Management first reported a position in VOO in Q3 2024 and has held it in 6 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Rockline Wealth Management held 690 shares of Vanguard S&P 500 ETF worth $412K as of Q1 2026.
  • Rockline Wealth Management bought 313 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $196K.
  • Vanguard S&P 500 ETF made up 0.09% of Rockline Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Rockline Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 6 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Rockline Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.