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 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

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

RW Investment Management's VOO Position: Q1 2026 in Review

RW Investment Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 12,516 shares worth $7.48M. The stake represents 0.72% of the portfolio and ranks #12 among its holdings. This is a return to the name: RW Investment Management previously reported a position in VOO as recently as Q3 2025.

RW Investment Management first reported a position in VOO in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.88M in Q3 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

RW Investment Management held 12,516 shares of Vanguard S&P 500 ETF worth $7.48M as of Q1 2026.
Vanguard S&P 500 ETF was a new RW Investment Management position in Q1 2026.
Vanguard S&P 500 ETF made up 0.72% of RW Investment Management's portfolio in Q1 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 13 quarters since.
RW Investment Management's Vanguard S&P 500 ETF position peaked at $8.88M in Q3 2025.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.