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Roehl & Yi Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Roehl & Yi Investment 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 		$15.7M Buy
614,271
+413,457
+206% +$276M 5.16% 3
2026
Q1 		$12.6M Buy
200,814
+55,249
+38% +$34.6M 4.72% 4
2025
Q4 		$13M Sell
145,565
-241
-0.2% -$150K 5.17% 4
2025
Q3 		$12.9M Sell
145,806
-587
-0.4% -$346K 5.6% 3
2025
Q2 		$12.3M Buy
146,393
+19,724
+16% +$10.4M 6.29% 2
2025
Q1 		$10.9M Buy
126,669
+4,350
+4% +$2.35M 5.93% 4
2024
Q4 		$10.8M Buy
+122,319
New +$66.3M 5.97% 3

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Roehl & Yi Investment Advisors's VOO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 206% in Q2 2026, buying an estimated $276M and bringing the position to 614,271 shares worth $15.7M. The position accounts for 5.16% of the portfolio, ranked #3.

Roehl & Yi Investment Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,991 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Roehl & Yi Investment Advisors held 614,271 shares of Vanguard S&P 500 ETF worth $15.7M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 413,457 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $276M.
  • Vanguard S&P 500 ETF made up 5.16% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Roehl & Yi Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.