Rooted Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Rooted Wealth 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	$56.8M	Buy	82,649 +1,032	+1%	+$688K	13.9%	1
2026 Q1	$53.2M	Sell	81,617 -108	-0.1%	-$67.5K	14.02%	1
2025 Q4	$51.6M	Sell	81,725 -602	-0.7%	-$374K	14.51%	1
2025 Q3	$50.7M	Buy	82,327 +1,384	+2%	+$816K	15.45%	1
2025 Q2	$46.4M	Buy	80,943 +3,512	+5%	+$1.85M	16.04%	1
2025 Q1	$36M	Buy	77,431 +991	+1%	+$536K	15.53%	1
2024 Q4	$41.4M	Buy	76,440 +1,281	+2%	+$694K	16.18%	1
2024 Q3	$39.2M	Buy	75,159 +531	+0.7%	+$270K	17.5%	1
2024 Q2	$37.9M	Buy	74,628 +6,046	+9%	+$2.91M	16.73%	1
2024 Q1	$32.7M	Buy	68,582 +1,242	+2%	+$568K	16.12%	1
2023 Q4	$30.6M	Buy	67,340 +8,509	+14%	+$3.48M	15.99%	1
2023 Q3	$24.4M	Buy	58,831 +7,072	+14%	+$2.89M	15.01%	1
2023 Q2	$21.1M	Buy	51,759 +43,756	+547%	+$16.9M	14.21%	1
2023 Q1	$3.03M	Buy	8,003 +3,613	+82%	+$1.33M	2.25%	9
2022 Q4	$1.54M	Buy	+4,390	New	+$1.55M	1.29%	25

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

Rooted Wealth Advisors's VOO Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, buying an estimated $688K and bringing the position to 82,649 shares worth $56.8M. The position accounts for 13.9% of the portfolio, ranked #1.

Rooted Wealth Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Rooted Wealth Advisors held 82,649 shares of Vanguard S&P 500 ETF worth $56.8M as of Q2 2026.
Rooted Wealth Advisors bought 1,032 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $688K.
Vanguard S&P 500 ETF made up 13.9% of Rooted Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Rooted Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.