LWP
VOO icon

Laurel Wealth Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Laurel Wealth Planning’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 		$14.7M Sell
24,646
-6
-0% -$3.75K 7.77% 1
2025
Q4 		$15.5M Buy
24,652
+1,436
+6% +$892K 8.57% 1
2025
Q3 		$14.2M Buy
23,216
+383
+2% +$226K 7.52% 1
2025
Q2 		$13M Buy
22,833
+437
+2% +$230K 7.37% 1
2025
Q1 		$11.5M Buy
22,396
+2,278
+11% +$1.23M 7.65% 1
2024
Q4 		$10.8M Buy
20,118
+510
+3% +$276K 6.99% 3
2024
Q3 		$10.3M Sell
19,608
-221
-1% -$112K 6.76% 3
2024
Q2 		$9.92M Sell
19,829
-1,254
-6% -$603K 6.9% 3
2024
Q1 		$10.1M Sell
21,083
-652
-3% -$298K 6.73% 3
2023
Q4 		$9.49M Buy
21,735
+2,574
+13% +$1.05M 6.72% 3
2023
Q3 		$7.53M Buy
19,161
+2,165
+13% +$885K 5.86% 4
2023
Q2 		$6.92M Sell
16,996
-112
-0.7% -$43.2K 4.94% 6
2023
Q1 		$6.43M Sell
17,108
-1,887
-10% -$692K 4.26% 5
2022
Q4 		$6.67M Buy
18,995
+272
+1% +$96.1K 4.3% 5
2022
Q3 		$6.15M Buy
18,723
+100
+0.5% +$36.5K 4.52% 4
2022
Q2 		$6.46M Buy
18,623
+1,388
+8% +$523K 4.55% 5
2022
Q1 		$7.16M Sell
17,235
-644
-4% -$264K 4.83% 4
2021
Q4 		$7.8M Sell
17,879
-1,448
-7% -$611K 5.91% 3
2021
Q3 		$7.62M Sell
19,327
-338
-2% -$137K 6.15% 3
2021
Q2 		$7.74M Sell
19,665
-41
-0.2% -$15.7K 6.75% 3
2021
Q1 		$7.18M Buy
19,706
+1,525
+8% +$541K 6.57% 3
2020
Q4 		$6.25M Buy
+18,181
New +$5.93M 6.1% 3

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

Laurel Wealth Planning's VOO Position: Q1 2026 in Review

Laurel Wealth Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 0.02% in Q1 2026, selling an estimated $3.75K and leaving 24,646 shares worth $14.7M. The position accounts for 7.77% of the portfolio, ranked #1.

Laurel Wealth Planning first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.5M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Laurel Wealth Planning held 24,646 shares of Vanguard S&P 500 ETF worth $14.7M as of Q1 2026.
  • Laurel Wealth Planning sold 6 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.75K.
  • Vanguard S&P 500 ETF made up 7.77% of Laurel Wealth Planning's portfolio in Q1 2026, its #1 holding.
  • Laurel Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's Vanguard S&P 500 ETF position peaked at $15.5M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.