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

Rockwood 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 		$12.9M Buy
18,813
+1,620
+9% +$1.08M 0.82% 13
2026
Q1 		$10.3M Buy
17,193
+53
+0.3% +$33.1K 0.74% 13
2025
Q4 		$10.7M Sell
17,140
-1,278
-7% -$794K 0.8% 13
2025
Q3 		$11.3M Buy
18,418
+421
+2% +$248K 0.9% 13
2025
Q2 		$10.2M Sell
17,997
-5,032
-22% -$2.64M 0.9% 14
2025
Q1 		$11.8M Buy
23,029
+4,898
+27% +$2.65M 1.21% 12
2024
Q4 		$9.81M Sell
18,131
-56
-0.3% -$30.3K 1.06% 12
2024
Q3 		$9.6M Buy
18,187
+2,167
+14% +$1.1M 1.06% 15
2024
Q2 		$8.01M Buy
16,020
+354
+2% +$170K 0.98% 15
2024
Q1 		$7.53M Sell
15,666
-215
-1% -$98.4K 0.97% 15
2023
Q4 		$6.94M Sell
15,881
-165
-1% -$67.5K 1.02% 15
2023
Q3 		$6.3M Buy
16,046
+301
+2% +$123K 1.06% 15
2023
Q2 		$6.41M Sell
15,745
-267
-2% -$103K 1.1% 15
2023
Q1 		$6.02M Buy
16,012
+210
+1% +$77K 1.19% 15
2022
Q4 		$5.55M Sell
15,802
-657
-4% -$232K 1.3% 15
2022
Q3 		$5.4M Hold
16,459
– – 1.73% 11
2022
Q2 		$5.71M Buy
16,459
+2,018
+14% +$760K 2.67% 5
2022
Q1 		$6M Buy
14,441
+8,208
+132% +$3.36M 2.87% 2
2021
Q4 		$2.72M Buy
+6,233
New +$2.63M 1.21% 5

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Rockwood Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 9.4% in Q2 2026, buying an estimated $1.08M and bringing the position to 18,813 shares worth $12.9M. The position accounts for 0.82% of the portfolio, ranked #13.

Rockwood Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Rockwood Wealth Management held 18,813 shares of Vanguard S&P 500 ETF worth $12.9M as of Q2 2026.
  • Rockwood Wealth Management bought 1,620 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.08M.
  • Vanguard S&P 500 ETF made up 0.82% of Rockwood Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Rockwood Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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