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Royal Fund Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Royal Fund Management’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 		$40.9M Buy
59,524
+1,367
+2% +$911K 3.41% 2
2026
Q1 		$34.9M Sell
58,157
-89
-0.2% -$55.7K 3.31% 1
2025
Q4 		$36.7M Buy
58,246
+10,616
+22% +$6.6M 3.33% 1
2025
Q3 		$29.3M Sell
47,630
-7,242
-13% -$4.27M 3.49% 2
2025
Q2 		$31.3M Buy
54,872
+1,217
+2% +$640K 3.1% 1
2025
Q1 		$27.8M Buy
53,655
+1,329
+3% +$718K 3.09% 1
2024
Q4 		$28.4M Sell
52,326
-47,718
-48% -$25.8M 2.65% 3
2024
Q3 		$53.2M Buy
100,044
+63,970
+177% +$32.5M 3.17% 4
2024
Q2 		$18.2M Sell
36,074
-10,004
-22% -$4.81M 1.47% 4
2024
Q1 		$22.2M Sell
46,078
-15,217
-25% -$6.96M 2.18% 4
2023
Q4 		$26.8M Buy
61,295
+1,960
+3% +$802K 2.97% 3
2023
Q3 		$23.3M Buy
59,335
+3,400
+6% +$1.39M 3.15% 1
2023
Q2 		$22.8M Buy
55,935
+2,742
+5% +$1.06M 2.83% 2
2023
Q1 		$20M Buy
53,193
+1,987
+4% +$729K 2.86% 1
2022
Q4 		$18M Buy
51,206
+6,838
+15% +$2.42M 2.86% 2
2022
Q3 		$14.6M Sell
44,368
-2,940
-6% -$1.07M 2.65% 3
2022
Q2 		$16.4M Sell
47,308
-388
-0.8% -$146K 2.73% 3
2022
Q1 		$19.8M Buy
47,696
+8,148
+21% +$3.34M 2.87% 4
2021
Q4 		$17.3M Buy
39,548
+2,896
+8% +$1.22M 2.47% 6
2021
Q3 		$14.5M Buy
36,652
+2,976
+9% +$1.21M 2.11% 6
2021
Q2 		$13.3M Buy
33,676
+3,033
+10% +$1.16M 2.19% 6
2021
Q1 		$11.2M Buy
30,643
+4,649
+18% +$1.65M 2.04% 6
2020
Q4 		$8.93M Buy
25,994
+4,854
+23% +$1.58M 1.89% 11
2020
Q3 		$6.5M Buy
21,140
+17,269
+446% +$5.26M 1.66% 11
2020
Q2 		$1.1M Buy
3,871
+2,347
+154% +$632K 0.39% 67
2020
Q1 		$360K Buy
1,524
+726
+91% +$203K 0.15% 91
2019
Q4 		$236K Buy
798
+144
+22% +$40.7K 0.06% 135
2019
Q3 		$178K Buy
654
+37
+6% +$10K 0.05% 145
2019
Q2 		$166K Buy
617
+196
+47% +$51.9K 0.05% 146
2019
Q1 		$109K Buy
421
+162
+63% +$40.5K 0.03% 156
2018
Q4 		$59K Hold
259
– – 0.02% 178
2018
Q3 		$69K Sell
259
-20
-7% -$5.23K 0.02% 172
2018
Q2 		$69K Buy
279
+54
+24% +$13.4K 0.02% 173
2018
Q1 		$54K Buy
225
+59
+36% +$14.8K 0.02% 188
2017
Q4 		$40K Sell
166
-184
-53% -$44K 0.01% 225
2017
Q3 		$80K Buy
350
+190
+119% +$43K 0.03% 135
2017
Q2 		$35K Buy
160
+60
+60% +$13.2K 0.01% 179
2017
Q1 		$21K Hold
100
– – 0.01% 214
2016
Q4 		$20K Buy
+100
New +$20.1K 0.01% 201

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Royal Fund Management's VOO Position: Q2 2026 in Review

Royal Fund Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $911K and bringing the position to 59,524 shares worth $40.9M. The position accounts for 3.41% of the portfolio, ranked #2.

Royal Fund Management first reported a position in VOO in Q4 2016 and has held it in 39 quarters since. The position peaked at $53.2M in Q3 2024. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Royal Fund Management held 59,524 shares of Vanguard S&P 500 ETF worth $40.9M as of Q2 2026.
  • Royal Fund Management bought 1,367 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $911K.
  • Vanguard S&P 500 ETF made up 3.41% of Royal Fund Management's portfolio in Q2 2026, its #2 holding.
  • Royal Fund Management first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Vanguard S&P 500 ETF position peaked at $53.2M in Q3 2024.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.