Brown, Lisle/Cummings’s Vanguard S&P 500 ETF VOO Stock Holding History

Brown, Lisle/Cummings’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	$648K	Hold	943	–	–	0.15%	141
2026 Q1	$563K	Hold	943	–	–	0.14%	140
2025 Q4	$591K	Sell	943 -36	-4%	-$22.4K	0.15%	134
2025 Q3	$600K	Hold	979	–	–	0.15%	133
2025 Q2	$556K	Buy	979 +75	+8%	+$39.4K	0.15%	140
2025 Q1	$465K	Buy	904 +50	+6%	+$27K	0.13%	148
2024 Q4	$460K	Hold	854	–	–	0.14%	149
2024 Q3	$451K	Hold	854	–	–	0.14%	145
2024 Q2	$427K	Sell	854 -31	-4%	-$14.9K	0.14%	146
2024 Q1	$425K	Sell	885 -37	-4%	-$16.9K	0.14%	143
2023 Q4	$403K	Hold	922	–	–	0.15%	138
2023 Q3	$362K	Hold	922	–	–	0.16%	129
2023 Q2	$376K	Buy	922 +902	+4,510%	+$348K	0.17%	130
2023 Q1	$7.52K	Hold	20	–	–	﹤0.01%	427
2022 Q4	$7.03K	Hold	20	–	–	﹤0.01%	416
2022 Q3	$6.57K	Hold	20	–	–	﹤0.01%	411
2022 Q2	$6.94K	Hold	20	–	–	﹤0.01%	398
2022 Q1	$8.3K	Hold	20	–	–	﹤0.01%	400
2021 Q4	$8.73K	Buy	+20	New	+$8.44K	﹤0.01%	385

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

Brown, Lisle/Cummings's VOO Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 943 shares worth $648K. The position accounts for 0.15% of the portfolio, ranked #141.

Brown, Lisle/Cummings first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Brown, Lisle/Cummings held 943 shares of Vanguard S&P 500 ETF worth $648K as of Q2 2026.
Brown, Lisle/Cummings left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.15% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #141 holding.
Brown, Lisle/Cummings first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.