LKBC
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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

L.K. Benson & Company's VOO Position: Q1 2026 in Review

L.K. Benson & Company increased its Vanguard S&P 500 ETF (VOO) stake by 0.71% in Q1 2026, buying an estimated $34.4K and bringing the position to 7,775 shares worth $4.65M. The position accounts for 1.54% of the portfolio, ranked #9.

L.K. Benson & Company first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.51M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • L.K. Benson & Company held 7,775 shares of Vanguard S&P 500 ETF worth $4.65M as of Q1 2026.
  • L.K. Benson & Company bought 55 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $34.4K.
  • Vanguard S&P 500 ETF made up 1.54% of L.K. Benson & Company's portfolio in Q1 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 6 quarters since.
  • L.K. Benson & Company's Vanguard S&P 500 ETF position peaked at $5.51M in Q3 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on L.K. Benson & Company's 13F filing for Q1 2026, filed 21 Apr 2026.