RPg Family Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

RPg Family Wealth Advisory’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 Q1	$1.62M	Buy	2,703 +1,583	+141%	+$990K	0.34%	86
2025 Q4	$702K	Buy	1,120 +128	+13%	+$79.5K	0.15%	92
2025 Q3	$609K	Buy	+992	New	+$585K	0.13%	98
2024 Q3	–	Sell	-895	Closed	-$449K	–	112
2024 Q2	$449K	Sell	895 -264	-23%	-$127K	0.15%	83
2024 Q1	$557K	Buy	1,159 +5	+0.4%	+$2.29K	0.18%	80
2023 Q4	$504K	Sell	1,154 -86	-7%	-$35.2K	0.19%	82
2023 Q3	$489K	Buy	1,240 +235	+23%	+$96.1K	0.2%	85
2023 Q2	$411K	Buy	+1,005	New	+$388K	0.16%	87
2022 Q2	–	Sell	-68	Closed	-$28.2K	–	320
2022 Q1	$28.2K	Hold	68	–	–	0.01%	190
2021 Q4	$29.7K	Hold	68	–	–	0.01%	197
2021 Q3	$26.9K	Hold	68	–	–	0.01%	204
2021 Q2	$26.9K	Buy	+68	New	+$26.1K	0.01%	201
2020 Q4	$23.4K	Hold	68	–	–	0.01%	214
2020 Q3	$21K	Hold	68	–	–	0.01%	212
2020 Q2	$19.4K	Hold	68	–	–	0.01%	214
2020 Q1	$16.1K	Sell	68 -4	-6%	-$1.12K	0.01%	207
2019 Q4	$21.3K	Hold	72	–	–	0.01%	208
2019 Q3	$19.6K	Hold	72	–	–	0.01%	225
2019 Q2	$19.4K	Hold	72	–	–	0.01%	219
2019 Q1	$18.7K	Sell	72 -8,440	-99%	-$2.11M	0.01%	233
2018 Q4	$1.96M	Buy	8,512 +415	+5%	+$103K	1.9%	21
2018 Q3	$2.16M	Buy	8,097 +1,300	+19%	+$340K	1.63%	26
2018 Q2	$1.7M	Buy	6,797 +1,063	+19%	+$264K	1.32%	28
2018 Q1	$1.39M	Buy	5,734 +1,379	+32%	+$346K	1.14%	29
2017 Q4	$1.07M	Buy	4,355 +2,885	+196%	+$690K	0.9%	29
2017 Q3	$339K	Buy	1,470 +1,375	+1,447%	+$311K	0.28%	39
2017 Q2	$21.1K	Buy	+95	New	+$20.9K	0.02%	235
2016 Q4	–	Sell	-250	Closed	-$49.7K	–	291
2016 Q3	$49.7K	Buy	+250	New	+$49.6K	0.04%	119
2016 Q1	–	Sell	-158	Closed	-$29.5K	–	295
2015 Q4	$29.5K	Buy	+158	New	+$29.7K	0.03%	125

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

RPg Family Wealth Advisory's VOO Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 141% in Q1 2026, buying an estimated $990K and bringing the position to 2,703 shares worth $1.62M. The position accounts for 0.34% of the portfolio, ranked #86.

RPg Family Wealth Advisory first reported a position in VOO in Q4 2015 and has held it in 29 quarters since. The position peaked at $2.16M in Q3 2018. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

RPg Family Wealth Advisory held 2,703 shares of Vanguard S&P 500 ETF worth $1.62M as of Q1 2026.
RPg Family Wealth Advisory bought 1,583 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $990K.
Vanguard S&P 500 ETF made up 0.34% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #86 holding.
RPg Family Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 29 quarters since.
RPg Family Wealth Advisory's Vanguard S&P 500 ETF position peaked at $2.16M in Q3 2018.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.