LWM
VOO icon

Laidlaw Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-1,022
Closed -$551K – 161
2024
Q4 		$551K Sell
1,022
-26
-2% -$14.1K 0.24% 100
2024
Q3 		$553K Buy
1,048
+24
+2% +$12.2K 0.27% 103
2024
Q2 		$512K Buy
+1,024
New +$493K 0.28% 99
2024
Q1 		– Sell
-469
Closed -$205K – 244
2023
Q4 		$205K Sell
469
-830
-64% -$340K 0.07% 228
2023
Q3 		$510K Sell
1,299
-11,158
-90% -$4.56M 0.17% 138
2023
Q2 		$5.07M Buy
12,457
+199
+2% +$76.8K 0.99% 18
2023
Q1 		$4.61M Sell
12,258
-1,300
-10% -$477K 0.94% 18
2022
Q4 		$4.76M Sell
13,558
-663
-5% -$234K 1.02% 14
2022
Q3 		$4.67M Buy
14,221
+653
+5% +$239K 1.09% 16
2022
Q2 		$4.71M Sell
13,568
-199
-1% -$75K 0.96% 13
2022
Q1 		$5.72M Sell
13,767
-448
-3% -$183K 0.95% 19
2021
Q4 		$6.21M Buy
+14,215
New +$6M 0.99% 16
2021
Q1 		– Sell
-13,796
Closed -$4.74M – 363
2020
Q4 		$4.74M Buy
13,796
+12,799
+1,284% +$4.17M 1% 12
2020
Q3 		$307K Sell
997
-70
-7% -$21.3K 0.14% 150
2020
Q2 		$302K Buy
+1,067
New +$287K 0.16% 131

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Laidlaw Wealth Management's VOO Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 1,022 shares — an estimated $551K sold.

Laidlaw Wealth Management first reported a position in VOO in Q2 2020 and held it in 15 quarters. The position peaked at $6.21M in Q4 2021. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,022 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $551K.
  • Laidlaw Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 15 quarters.
  • Laidlaw Wealth Management's Vanguard S&P 500 ETF position peaked at $6.21M in Q4 2021.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.