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

Rowlandmiller & 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	$179K	Buy	260 +24	+10%	+$16K	0.03%	162
2026 Q1	$141K	Sell	236 -3	-1%	-$1.88K	0.03%	170
2025 Q4	$150K	Buy	239 +1	+0.4%	+$621	0.03%	172
2025 Q3	$146K	Hold	238	–	–	0.03%	168
2025 Q2	$136K	Hold	238	–	–	0.03%	167
2025 Q1	$123K	Buy	238 +3	+1%	+$1.62K	0.03%	171
2024 Q4	$127K	Hold	235	–	–	0.03%	168
2024 Q3	$124K	Hold	235	–	–	0.03%	166
2024 Q2	$118K	Sell	235 -21	-8%	-$10.1K	0.03%	164
2024 Q1	$123K	Sell	256 -12	-4%	-$5.49K	0.03%	167
2023 Q4	$117K	Buy	268 +1	+0.4%	+$409	0.03%	167
2023 Q3	$105K	Sell	267 -82	-23%	-$33.5K	0.03%	170
2023 Q2	$142K	Hold	349	–	–	0.03%	157
2023 Q1	$131K	Buy	349 +3	+0.9%	+$1.1K	0.03%	164
2022 Q4	$121K	Buy	346 +1	+0.3%	+$353	0.03%	168
2022 Q3	$114K	Buy	+345	New	+$126K	0.03%	166

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

Rowlandmiller & Partners's VOO Position: Q2 2026 in Review

Rowlandmiller & Partners increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $16K and bringing the position to 260 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #162.

Rowlandmiller & Partners first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Rowlandmiller & Partners held 260 shares of Vanguard S&P 500 ETF worth $179K as of Q2 2026.
Rowlandmiller & Partners bought 24 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16K.
Vanguard S&P 500 ETF made up 0.03% of Rowlandmiller & Partners's portfolio in Q2 2026, its #162 holding.
Rowlandmiller & Partners first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.