RWQ Financial Management Services’s Vanguard S&P 500 ETF VOO Stock Holding History

RWQ Financial Management Services’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	$378K	Buy	550 +150	+38%	+$100K	0.18%	24
2026 Q1	$239K	Buy	+400	New	+$250K	0.16%	22
2021 Q2	–	Sell	-1	Closed	–	–	38
2021 Q1	$0	Buy	+1	New	+$355	﹤0.01%	41

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

RWQ Financial Management Services's VOO Position: Q2 2026 in Review

RWQ Financial Management Services increased its Vanguard S&P 500 ETF (VOO) stake by 38% in Q2 2026, buying an estimated $100K and bringing the position to 550 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #24.

RWQ Financial Management Services first reported a position in VOO in Q1 2021 and has held it in 3 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

RWQ Financial Management Services held 550 shares of Vanguard S&P 500 ETF worth $378K as of Q2 2026.
RWQ Financial Management Services bought 150 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $100K.
Vanguard S&P 500 ETF made up 0.18% of RWQ Financial Management Services's portfolio in Q2 2026, its #24 holding.
RWQ Financial Management Services first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 3 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on RWQ Financial Management Services's 13F filing for Q2 2026, filed 22 Jul 2026.