L.K. Benson & Company’s Vanguard S&P 500 ETF VOO Stock Holding History

L.K. Benson & Company’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	$5.36M	Buy	7,810 +35	+0.5%	+$23.3K	1.62%	9
2026 Q1	$4.65M	Buy	7,775 +55	+0.7%	+$34.4K	1.54%	9
2025 Q4	$4.84M	Sell	7,720 -1,277	-14%	-$794K	2.43%	9
2025 Q3	$5.51M	Buy	8,997 +3,698	+70%	+$2.18M	2.97%	7
2025 Q2	$3.01M	Buy	5,299 +818	+18%	+$430K	1.85%	13
2025 Q1	$2.3M	Buy	4,481 +13	+0.3%	+$7.03K	1.59%	13
2024 Q4	$2.41M	Buy	+4,468	New	+$2.42M	1.7%	12

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

L.K. Benson & Company's VOO Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard S&P 500 ETF (VOO) stake by 0.45% in Q2 2026, buying an estimated $23.3K and bringing the position to 7,810 shares worth $5.36M. The position accounts for 1.62% of the portfolio, ranked #9.

L.K. Benson & Company first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.51M in Q3 2025. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

L.K. Benson & Company held 7,810 shares of Vanguard S&P 500 ETF worth $5.36M as of Q2 2026.
L.K. Benson & Company bought 35 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
Vanguard S&P 500 ETF made up 1.62% of L.K. Benson & Company's portfolio in Q2 2026, its #9 holding.
L.K. Benson & Company first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Vanguard S&P 500 ETF position peaked at $5.51M in Q3 2025.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.