ROI Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

ROI Financial 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	$651K	Hold	947	–	–	0.34%	46
2026 Q1	$566K	Sell	947 -17	-2%	-$10.6K	0.34%	47
2025 Q4	$604K	Buy	964 +1	+0.1%	+$621	0.35%	41
2025 Q3	$590K	Sell	963 -10	-1%	-$5.89K	0.35%	42
2025 Q2	$552K	Buy	973 +16	+2%	+$8.41K	0.35%	43
2025 Q1	$492K	Buy	957 +75	+9%	+$40.5K	0.36%	43
2024 Q4	$475K	Sell	882 -13	-1%	-$7.04K	0.32%	42
2024 Q3	$472K	Buy	895 +1	+0.1%	+$508	0.33%	42
2024 Q2	$447K	Sell	894 -5	-0.6%	-$2.41K	0.32%	42
2024 Q1	$432K	Buy	899 +5	+0.6%	+$2.29K	0.34%	44
2023 Q4	$390K	Buy	+894	New	+$366K	0.32%	50

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

ROI Financial Advisors's VOO Position: Q2 2026 in Review

ROI Financial Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 947 shares worth $651K. The position accounts for 0.34% of the portfolio, ranked #46.

ROI Financial Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

ROI Financial Advisors held 947 shares of Vanguard S&P 500 ETF worth $651K as of Q2 2026.
ROI Financial Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.34% of ROI Financial Advisors's portfolio in Q2 2026, its #46 holding.
ROI Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.