Landmark Wealth Management (Illinois)’s Vanguard S&P 500 ETF VOO Stock Holding History

Landmark Wealth Management (Illinois)’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	$54.4M	Buy	79,181 +2,975	+4%	+$1.98M	18%	1
2026 Q1	$45.5M	Buy	76,206 +1,041	+1%	+$651K	17.17%	1
2025 Q4	$47.1M	Buy	75,165 +1,439	+2%	+$894K	17.8%	1
2025 Q3	$45.1M	Buy	73,726 +492	+0.7%	+$290K	17.63%	1
2025 Q2	$41.6M	Buy	73,234 +18,580	+34%	+$9.76M	17.82%	1
2025 Q1	$28.1M	Buy	54,654 +47,993	+721%	+$25.9M	13.4%	1
2024 Q4	$3.59M	Buy	+6,661	New	+$3.61M	1.75%	19

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

Landmark Wealth Management (Illinois)'s VOO Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) increased its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q2 2026, buying an estimated $1.98M and bringing the position to 79,181 shares worth $54.4M. The position accounts for 18% of the portfolio, ranked #1.

Landmark Wealth Management (Illinois) first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,009 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Landmark Wealth Management (Illinois) held 79,181 shares of Vanguard S&P 500 ETF worth $54.4M as of Q2 2026.
Landmark Wealth Management (Illinois) bought 2,975 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.98M.
Vanguard S&P 500 ETF made up 18% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #1 holding.
Landmark Wealth Management (Illinois) first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,009 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.