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

Rollins 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	$463K	Hold	775	–	–	0.07%	105
2025 Q4	$486K	Hold	775	–	–	0.07%	100
2025 Q3	$475K	Buy	775 +354	+84%	+$209K	0.07%	93
2025 Q2	$239K	Sell	421 -1	-0.2%	-$526	0.04%	124
2025 Q1	$217K	Sell	422 -475	-53%	-$257K	0.04%	120
2024 Q4	$484K	Sell	897 -1	-0.1%	-$542	0.08%	83
2024 Q3	$474K	Buy	898 +250	+39%	+$127K	0.08%	79
2024 Q2	$324K	Buy	648 +24	+4%	+$11.5K	0.06%	96
2024 Q1	$300K	Buy	+624	New	+$286K	0.06%	94

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

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

Rollins Financial Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 775 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #105.

Rollins Financial Advisors first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $486K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Rollins Financial Advisors held 775 shares of Vanguard S&P 500 ETF worth $463K as of Q1 2026.
Rollins Financial Advisors left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.07% of Rollins Financial Advisors's portfolio in Q1 2026, its #105 holding.
Rollins Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Rollins Financial Advisors's Vanguard S&P 500 ETF position peaked at $486K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.