Roxbury Financial
VOO icon

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

Roxbury Financial’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
Q3 		$217K Buy
310
+15
+5% +$10.5K 0.17% 98
2026
Q2 		$202K Buy
295
+4
+1% +$2.67K 0.16% 102
2026
Q1 		$174K Hold
291
– – 0.16% 104
2025
Q4 		$182K Hold
291
– – 0.16% 97
2025
Q3 		$178K Buy
291
+1
+0.3% +$589 0.16% 97
2025
Q2 		$165K Hold
290
– – 0.16% 99
2025
Q1 		$159K Hold
290
– – 0.16% 97
2024
Q4 		$161K Buy
+290
New +$157K 0.15% 98

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Roxbury Financial's VOO Position: Q3 2026 in Review

Roxbury Financial increased its Vanguard S&P 500 ETF (VOO) stake by 5.1% in Q3 2026, buying an estimated $10.5K and bringing the position to 310 shares worth $217K. The position accounts for 0.17% of the portfolio, ranked #98.

Roxbury Financial first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Roxbury Financial held 310 shares of Vanguard S&P 500 ETF worth $217K as of Q3 2026.
  • Roxbury Financial bought 15 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $10.5K.
  • Vanguard S&P 500 ETF made up 0.17% of Roxbury Financial's portfolio in Q3 2026, its #98 holding.
  • Roxbury Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.