RW Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

RW Investment 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	$9.45M	Buy	13,753 +1,237	+10%	+$825K	0.83%	12
2026 Q1	$7.48M	Buy	+12,516	New	+$7.83M	0.72%	12
2025 Q3	$8.88M	Buy	14,493 +472	+3%	+$278K	0.91%	11
2025 Q2	$7.96M	Buy	14,021 +352	+3%	+$185K	0.89%	12
2025 Q1	$7.02M	Buy	13,669 +4,142	+43%	+$2.24M	0.86%	12
2024 Q4	$5.13M	Buy	9,527 +1,072	+13%	+$581K	0.63%	14
2024 Q3	$4.46M	Buy	8,455 +1,215	+17%	+$618K	0.56%	12
2024 Q2	$3.62M	Buy	7,240 +533	+8%	+$256K	0.49%	15
2024 Q1	$3.22M	Sell	6,707 -1,134	-14%	-$519K	0.45%	15
2023 Q4	$3.43M	Buy	7,841 +952	+14%	+$390K	0.52%	15
2023 Q3	$2.71M	Sell	6,889 -385	-5%	-$157K	0.49%	16
2023 Q2	$2.96M	Buy	7,274 +2,177	+43%	+$840K	0.61%	15
2023 Q1	$1.92M	Buy	5,097 +3,780	+287%	+$1.39M	0.53%	18
2022 Q4	$463K	Buy	+1,317	New	+$465K	0.18%	48

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

RW Investment Management's VOO Position: Q2 2026 in Review

RW Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 9.9% in Q2 2026, buying an estimated $825K and bringing the position to 13,753 shares worth $9.45M. The position accounts for 0.83% of the portfolio, ranked #12.

RW Investment Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

RW Investment Management held 13,753 shares of Vanguard S&P 500 ETF worth $9.45M as of Q2 2026.
RW Investment Management bought 1,237 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $825K.
Vanguard S&P 500 ETF made up 0.83% of RW Investment Management's portfolio in Q2 2026, its #12 holding.
RW Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.