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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

ROI Financial Advisors's VOO Position: Q1 2026 in Review

ROI Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q1 2026, selling an estimated $10.6K and leaving 947 shares worth $566K. The position accounts for 0.34% of the portfolio, ranked #47.

ROI Financial Advisors first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $604K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

ROI Financial Advisors held 947 shares of Vanguard S&P 500 ETF worth $566K as of Q1 2026.
ROI Financial Advisors sold 17 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $10.6K.
Vanguard S&P 500 ETF made up 0.34% of ROI Financial Advisors's portfolio in Q1 2026, its #47 holding.
ROI Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
ROI Financial Advisors's Vanguard S&P 500 ETF position peaked at $604K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.