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

Landmark Wealth Management (New York)’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	$65.3M	Sell	95,047 -441	-0.5%	-$294K	15.62%	1
2026 Q1	$57.1M	Buy	95,488 +22,365	+31%	+$14M	15.28%	1
2025 Q4	$45.9M	Buy	73,123 +6,911	+10%	+$4.29M	17.55%	1
2025 Q3	$40.5M	Sell	66,212 -1,634	-2%	-$963K	16.1%	1
2025 Q2	$38.5M	Sell	67,846 -1,208	-2%	-$635K	16.41%	1
2025 Q1	$35.5M	Buy	69,054 +3,786	+6%	+$2.05M	15.65%	1
2024 Q4	$35.2M	Sell	65,268 -1,824	-3%	-$988K	15.59%	1
2024 Q3	$35.4M	Buy	+67,092	New	+$34.1M	15.42%	1
2024 Q2	–	Sell	-68,727	Closed	-$33M	–	73
2024 Q1	$33M	Sell	68,727 -1,953	-3%	-$894K	15.3%	1
2023 Q4	$30.9M	Buy	70,680 +2,818	+4%	+$1.15M	15.19%	1
2023 Q3	$26.6M	Buy	+67,862	New	+$27.7M	15.14%	1
2023 Q2	–	Sell	-74,137	Closed	-$27.9M	–	71
2023 Q1	$27.9M	Buy	74,137 +16,294	+28%	+$5.98M	15.51%	1
2022 Q4	$20.3M	Sell	57,843 -12,916	-18%	-$4.56M	14.7%	1
2022 Q3	$23.2M	Buy	+70,759	New	+$25.8M	17.6%	1
2022 Q2	–	Sell	-177,662	Closed	-$37M	–	178
2022 Q1	$37M	Buy	177,662 +81,368	+84%	+$33.3M	19.42%	1
2021 Q4	$42K	Buy	+96,294	New	+$40.6M	24.56%	1

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 (New York)'s VOO Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its Vanguard S&P 500 ETF (VOO) stake by 0.46% in Q2 2026, selling an estimated $294K and leaving 95,047 shares worth $65.3M. The position accounts for 15.62% of the portfolio, ranked #1.

Landmark Wealth Management (New York) first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Landmark Wealth Management (New York) held 95,047 shares of Vanguard S&P 500 ETF worth $65.3M as of Q2 2026.
Landmark Wealth Management (New York) sold 441 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $294K.
Vanguard S&P 500 ETF made up 15.62% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #1 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.