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Werba Rubin Papier Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Werba Rubin Papier Wealth 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 		$6.15M Sell
8,960
-1,478
-14% -$985K 0.75% 24
2026
Q1 		$6.24M Buy
10,438
+699
+7% +$437K 0.87% 19
2025
Q4 		$6.11M Buy
9,739
+855
+10% +$531K 1.66% 13
2025
Q3 		$5.44M Sell
8,884
-44
-0.5% -$25.9K 0.88% 22
2025
Q2 		$5.07M Sell
8,928
-158
-2% -$83K 0.95% 20
2025
Q1 		$4.67M Sell
9,086
-932
-9% -$504K 1.02% 17
2024
Q4 		$5.4M Buy
10,018
+379
+4% +$205K 1.27% 12
2024
Q3 		$5.09M Buy
9,639
+771
+9% +$392K 1.19% 13
2024
Q2 		$4.44M Sell
8,868
-588
-6% -$283K 1.22% 12
2024
Q1 		$4.55M Buy
9,456
+671
+8% +$307K 1.32% 11
2023
Q4 		$3.84M Buy
8,785
+132
+2% +$54K 1.3% 11
2023
Q3 		$3.41M Buy
8,653
+358
+4% +$146K 1.21% 14
2023
Q2 		$3.38M Buy
8,295
+389
+5% +$150K 1.17% 15
2023
Q1 		$2.97M Buy
7,906
+1,350
+21% +$495K 1.17% 16
2022
Q4 		$2.3M Buy
+6,556
New +$2.32M 0.95% 19

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Werba Rubin Papier Wealth Management's VOO Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, selling an estimated $985K and leaving 8,960 shares worth $6.15M. The position accounts for 0.75% of the portfolio, ranked #24.

Werba Rubin Papier Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.24M in Q1 2026. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 8,960 shares of Vanguard S&P 500 ETF worth $6.15M as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 1,478 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $985K.
  • Vanguard S&P 500 ETF made up 0.75% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Werba Rubin Papier Wealth Management's Vanguard S&P 500 ETF position peaked at $6.24M in Q1 2026.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.