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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Roxbury Financial's VOO Position: Q2 2026 in Review

Roxbury Financial increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q2 2026, buying an estimated $2.67K and bringing the position to 295 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #102.

Roxbury Financial first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Roxbury Financial held 295 shares of Vanguard S&P 500 ETF worth $202K as of Q2 2026.
  • Roxbury Financial bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
  • Vanguard S&P 500 ETF made up 0.16% of Roxbury Financial's portfolio in Q2 2026, its #102 holding.
  • Roxbury Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.