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RVW Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

RVW Wealth’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 		$4.46M Buy
6,489
+3,751
+137% +$2.5M 0.29% 44
2026
Q1 		$1.64M Buy
2,738
+1,008
+58% +$630K 0.13% 62
2025
Q4 		$1.08M Sell
1,730
-341
-16% -$212K 0.08% 70
2025
Q3 		$1.27M Sell
2,071
-65
-3% -$38.3K 0.1% 66
2025
Q2 		$1.21M Buy
2,136
+356
+20% +$187K 0.1% 66
2025
Q1 		$915K Buy
1,780
+269
+18% +$145K 0.09% 69
2024
Q4 		$814K Buy
1,511
+730
+93% +$395K 0.08% 68
2024
Q3 		$412K Hold
781
– – 0.04% 105
2024
Q2 		$390K Hold
781
– – 0.04% 105
2024
Q1 		$375K Buy
781
+167
+27% +$76.4K 0.04% 104
2023
Q4 		$268K Hold
614
– – 0.03% 118
2023
Q3 		$241K Hold
614
– – 0.03% 119
2023
Q2 		$250K Buy
614
+22
+4% +$8.49K 0.03% 127
2023
Q1 		$223K Sell
592
-161
-21% -$59K 0.03% 149
2022
Q4 		$265K Sell
753
-448
-37% -$158K 0.03% 131
2022
Q3 		$394K Hold
1,201
– – 0.06% 102
2022
Q2 		$417K Buy
1,201
+609
+103% +$229K 0.06% 99
2022
Q1 		$246K Sell
592
-8
-1% -$3.27K 0.03% 117
2021
Q4 		$262K Buy
600
+1
+0.2% +$422 0.03% 114
2021
Q3 		$0 Buy
+599
New +$243K ﹤0.01% 120

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

RVW Wealth's VOO Position: Q2 2026 in Review

RVW Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 137% in Q2 2026, buying an estimated $2.5M and bringing the position to 6,489 shares worth $4.46M. The position accounts for 0.29% of the portfolio, ranked #44.

RVW Wealth first reported a position in VOO in Q3 2021 and has held it in 20 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • RVW Wealth held 6,489 shares of Vanguard S&P 500 ETF worth $4.46M as of Q2 2026.
  • RVW Wealth bought 3,751 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.5M.
  • Vanguard S&P 500 ETF made up 0.29% of RVW Wealth's portfolio in Q2 2026, its #44 holding.
  • RVW Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.