LA
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Latitude Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Latitude Advisors’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 		$3.08M Buy
5,162
+692
+15% +$433K 1.41% 11
2025
Q4 		$2.8M Buy
4,470
+479
+12% +$298K 1.23% 14
2025
Q3 		$2.44M Buy
3,991
+594
+17% +$350K 1.12% 18
2025
Q2 		$1.93M Buy
3,397
+607
+22% +$319K 0.97% 20
2025
Q1 		$1.43M Buy
2,790
+837
+43% +$452K 0.83% 24
2024
Q4 		$1.05M Buy
1,953
+138
+8% +$74.7K 0.59% 39
2024
Q3 		$957K Buy
1,815
+137
+8% +$69.6K 0.54% 48
2024
Q2 		$839K Sell
1,678
-180
-10% -$86.6K 0.51% 43
2024
Q1 		$893K Sell
1,858
-674
-27% -$308K 0.56% 36
2023
Q4 		$1.11M Buy
2,532
+111
+5% +$45.4K 0.78% 26
2023
Q3 		$951K Buy
2,421
+16
+0.7% +$6.54K 0.68% 27
2023
Q2 		$979K Sell
2,405
-17
-0.7% -$6.56K 0.68% 27
2023
Q1 		$911K Sell
2,422
-127
-5% -$46.6K 0.66% 30
2022
Q4 		$896K Buy
2,549
+453
+22% +$160K 0.67% 27
2022
Q3 		$688K Buy
2,096
+268
+15% +$97.9K 0.57% 33
2022
Q2 		$634K Sell
1,828
-2,922
-62% -$1.1M 0.58% 36
2022
Q1 		$1.97M Buy
4,750
+2,408
+103% +$986K 0.44% 39
2021
Q4 		$1.02M Buy
2,342
+174
+8% +$73.5K 0.29% 71
2021
Q3 		$855K Buy
2,168
+1,083
+100% +$439K 0.27% 72
2021
Q2 		$427K Sell
1,085
-3
-0.3% -$1.15K 0.32% 71
2021
Q1 		$396K Buy
1,088
+29
+3% +$10.3K 0.32% 73
2020
Q4 		$364K Buy
+1,059
New +$345K 0.32% 79

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

Latitude Advisors's VOO Position: Q1 2026 in Review

Latitude Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2026, buying an estimated $433K and bringing the position to 5,162 shares worth $3.08M. The position accounts for 1.41% of the portfolio, ranked #11.

Latitude Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Latitude Advisors held 5,162 shares of Vanguard S&P 500 ETF worth $3.08M as of Q1 2026.
  • Latitude Advisors bought 692 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $433K.
  • Vanguard S&P 500 ETF made up 1.41% of Latitude Advisors's portfolio in Q1 2026, its #11 holding.
  • Latitude Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.