RWIA
VOO icon

Roger Wittlin Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Roger Wittlin Investment Advisory’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 		$1.01M Sell
1,475
-26
-2% -$17.3K 0.8% 22
2026
Q1 		$897K Buy
1,501
+5
+0.3% +$3.13K 0.73% 23
2025
Q4 		$938K Sell
1,496
-1,394
-48% -$866K 0.66% 24
2025
Q3 		$1.77M Sell
2,890
-115
-4% -$67.8K 0.98% 21
2025
Q2 		$1.71M Sell
3,005
-329
-10% -$173K 0.95% 20
2025
Q1 		$1.71M Buy
3,334
+143
+4% +$77.3K 1% 19
2024
Q4 		$1.72M Buy
3,191
+150
+5% +$81.2K 0.96% 19
2024
Q3 		$1.6M Buy
+3,041
New +$1.55M 0.92% 21

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Roger Wittlin Investment Advisory's VOO Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $17.3K and leaving 1,475 shares worth $1.01M. The position accounts for 0.8% of the portfolio, ranked #22.

Roger Wittlin Investment Advisory first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q3 2025. 852 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Roger Wittlin Investment Advisory held 1,475 shares of Vanguard S&P 500 ETF worth $1.01M as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 26 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $17.3K.
  • Vanguard S&P 500 ETF made up 0.8% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #22 holding.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • Roger Wittlin Investment Advisory's Vanguard S&P 500 ETF position peaked at $1.77M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.