Roman Butler Fullerton & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Roman Butler Fullerton & Co’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	$340K	Buy	494 +158	+47%	+$105K	0.08%	223
2026 Q1	$209K	Buy	+336	New	+$210K	0.06%	265
2025 Q1	–	Sell	-457	Closed	-$252K	–	250
2024 Q4	$252K	Sell	457 -102	-18%	-$55.2K	0.08%	201
2024 Q3	$298K	Buy	+559	New	+$284K	0.09%	193
2024 Q2	–	Sell	-723	Closed	-$312K	–	240
2024 Q1	$312K	Sell	723 -684	-49%	-$313K	0.12%	164
2023 Q4	$631K	Buy	+1,407	New	+$576K	0.25%	98
2023 Q2	–	Sell	-626	Closed	-$234K	–	202
2023 Q1	$234K	Buy	+626	New	+$230K	0.12%	173

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

Roman Butler Fullerton & Co's VOO Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its Vanguard S&P 500 ETF (VOO) stake by 47% in Q2 2026, buying an estimated $105K and bringing the position to 494 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #223.

Roman Butler Fullerton & Co first reported a position in VOO in Q1 2023 and has held it in 7 quarters since. The position peaked at $631K in Q4 2023. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Roman Butler Fullerton & Co held 494 shares of Vanguard S&P 500 ETF worth $340K as of Q2 2026.
Roman Butler Fullerton & Co bought 158 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $105K.
Vanguard S&P 500 ETF made up 0.08% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #223 holding.
Roman Butler Fullerton & Co first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 7 quarters since.
Roman Butler Fullerton & Co's Vanguard S&P 500 ETF position peaked at $631K in Q4 2023.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.