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 Q2	$471K	Sell	685 -5	-0.7%	-$3.33K	0.09%	72
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

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

Rockline Wealth Management's VOO Position: Q2 2026 in Review

Rockline Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.72% in Q2 2026, selling an estimated $3.33K and leaving 685 shares worth $471K. The position accounts for 0.09% of the portfolio, ranked #72.

Rockline Wealth Management first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Rockline Wealth Management held 685 shares of Vanguard S&P 500 ETF worth $471K as of Q2 2026.
Rockline Wealth Management sold 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.09% of Rockline Wealth Management's portfolio in Q2 2026, its #72 holding.
Rockline Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.