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Roth Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Roth Financial Partners’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 		$16.2M Sell
23,586
-374
-2% -$249K 4.82% 7
2026
Q1 		$14.3M Sell
23,960
-7,325
-23% -$4.58M 4.89% 7
2025
Q4 		$19.6M Sell
31,285
-922
-3% -$573K 6.47% 6
2025
Q3 		$19.7M Sell
32,207
-260
-0.8% -$153K 6.65% 6
2025
Q2 		$18.4M Buy
32,467
+4,603
+17% +$2.42M 6.65% 5
2025
Q1 		$14.3M Sell
27,864
-262
-0.9% -$142K 5.66% 7
2024
Q4 		$15.2M Buy
28,126
+159
+0.6% +$86.1K 6.03% 6
2024
Q3 		$14.8M Buy
27,967
+532
+2% +$270K 5.89% 6
2024
Q2 		$13.7M Buy
27,435
+2,196
+9% +$1.06M 5.92% 6
2024
Q1 		$12.1M Buy
25,239
+256
+1% +$117K 5.37% 7
2023
Q4 		$10.9M Sell
24,983
-156
-0.6% -$63.9K 5.59% 7
2023
Q3 		$9.87M Buy
25,139
+435
+2% +$178K 6.18% 6
2023
Q2 		$10.1M Buy
24,704
+405
+2% +$156K 6.31% 6
2023
Q1 		$9.14M Buy
24,299
+665
+3% +$244K 6.08% 6
2022
Q4 		$8.3M Buy
23,634
+2,162
+10% +$764K 6% 6
2022
Q3 		$7.05M Buy
21,472
+5,171
+32% +$1.89M 5.65% 6
2022
Q2 		$5.65M Buy
16,301
+1,196
+8% +$451K 4.51% 7
2022
Q1 		$6.27M Buy
15,105
+765
+5% +$313K 4.53% 7
2021
Q4 		$6.26M Buy
14,340
+73
+0.5% +$30.8K 4.46% 6
2021
Q3 		$5.63M Buy
14,267
+297
+2% +$120K 4.37% 6
2021
Q2 		$5.5M Buy
13,970
+1,196
+9% +$459K 4.24% 7
2021
Q1 		$4.65M Buy
+12,774
New +$4.53M 3.85% 8

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Roth Financial Partners's VOO Position: Q2 2026 in Review

Roth Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, selling an estimated $249K and leaving 23,586 shares worth $16.2M. The position accounts for 4.82% of the portfolio, ranked #7.

Roth Financial Partners first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. The position peaked at $19.7M in Q3 2025. 2,458 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Roth Financial Partners held 23,586 shares of Vanguard S&P 500 ETF worth $16.2M as of Q2 2026.
  • Roth Financial Partners sold 374 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $249K.
  • Vanguard S&P 500 ETF made up 4.82% of Roth Financial Partners's portfolio in Q2 2026, its #7 holding.
  • Roth Financial Partners first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Roth Financial Partners's Vanguard S&P 500 ETF position peaked at $19.7M in Q3 2025.
  • 2,458 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.