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

Rolek 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	$72.6M	Buy	105,682 +6,015	+6%	+$4.01M	40.65%	2
2026 Q1	$59.6M	Buy	99,667 +3,096	+3%	+$1.94M	42.72%	1
2025 Q4	$60.6M	Buy	96,571 +6,768	+8%	+$4.21M	41.52%	1
2025 Q3	$55M	Buy	89,803 +6,251	+7%	+$3.68M	41.29%	2
2025 Q2	$47.5M	Buy	83,552 +1,596	+2%	+$839K	41.05%	2
2025 Q1	$40.5M	Buy	81,956 +9,750	+14%	+$5.27M	41.92%	2
2024 Q4	$38.9M	Buy	+72,206	New	+$39.1M	30.49%	2

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

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

Rolek Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6% in Q2 2026, buying an estimated $4.01M and bringing the position to 105,682 shares worth $72.6M. The position accounts for 40.65% of the portfolio, ranked #2.

Rolek Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Rolek Wealth Management held 105,682 shares of Vanguard S&P 500 ETF worth $72.6M as of Q2 2026.
Rolek Wealth Management bought 6,015 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.01M.
Vanguard S&P 500 ETF made up 40.65% of Rolek Wealth Management's portfolio in Q2 2026, its #2 holding.
Rolek Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Rolek Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.