LIA
VOO icon

LBMC Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

LBMC Investment 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 		$15.1M Buy
25,287
+404
+2% +$253K 0.92% 18
2025
Q4 		$15.6M Sell
24,883
-894
-3% -$556K 0.96% 19
2025
Q3 		$15.8M Sell
25,777
-33
-0.1% -$19.5K 1.01% 17
2025
Q2 		$14.7M Sell
25,810
-88
-0.3% -$46.2K 1.05% 16
2025
Q1 		$13.3M Sell
25,898
-523
-2% -$283K 1.04% 17
2024
Q4 		$14.2M Sell
26,421
-521
-2% -$282K 1.12% 14
2024
Q3 		$14.2M Sell
26,942
-245
-0.9% -$125K 1.12% 14
2024
Q2 		$13.6M Sell
27,187
-837
-3% -$403K 1.18% 13
2024
Q1 		$13.5M Sell
28,024
-873
-3% -$400K 1.17% 13
2023
Q4 		$12.6M Sell
28,897
-337
-1% -$138K 1.2% 12
2023
Q3 		$11.3M Buy
29,234
+432
+1% +$177K 1.2% 13
2023
Q2 		$11.7M Sell
28,802
-397
-1% -$153K 1.15% 12
2023
Q1 		$11M Sell
29,199
-7
-0% -$2.57K 1.11% 12
2022
Q4 		$10.3M Sell
29,206
-1,276
-4% -$451K 1.08% 15
2022
Q3 		$10M Buy
30,482
+1,996
+7% +$729K 1.15% 12
2022
Q2 		$9.88M Buy
28,486
+225
+0.8% +$84.8K 1.07% 15
2022
Q1 		$11.7M Buy
28,261
+2,148
+8% +$879K 1.04% 15
2021
Q4 		$11.4M Sell
26,113
-84,185
-76% -$35.5M 0.99% 15
2021
Q3 		$10.4K Buy
110,298
+83,670
+314% +$33.9M 0.97% 15
2021
Q2 		$10.5M Buy
26,628
+353
+1% +$136K 1% 14
2021
Q1 		$9.57M Sell
26,275
-28
-0.1% -$9.93K 1.01% 16
2020
Q4 		$9.04M Buy
26,303
+842
+3% +$274K 1.07% 14
2020
Q3 		$7.83M Hold
25,461
– – 1.09% 15
2020
Q2 		$7.22M Buy
25,461
+23,452
+1,167% +$6.31M 1.14% 13
2020
Q1 		$476K Sell
2,009
-162
-7% -$45.4K 0.09% 52
2019
Q4 		$642K Hold
2,171
– – 0.09% 48
2019
Q3 		$592K Sell
2,171
-230
-10% -$62.4K 0.09% 50
2019
Q2 		$646K Hold
2,401
– – 0.1% 49
2019
Q1 		$623K Sell
2,401
-328
-12% -$81.9K 0.1% 50
2018
Q4 		$627K Sell
2,729
-1
-0% -$248 0.12% 47
2018
Q3 		$729K Sell
2,730
-175
-6% -$45.8K 0.12% 44
2018
Q2 		$725K Buy
2,905
+12
+0.4% +$2.98K 0.12% 45
2018
Q1 		$700K Buy
2,893
+180
+7% +$45.2K 0.12% 39
2017
Q4 		$665K Sell
2,713
-20
-0.7% -$4.78K 0.11% 43
2017
Q3 		$631K Buy
2,733
+14
+0.5% +$3.17K 0.11% 41
2017
Q2 		$604K Buy
2,719
+12
+0.4% +$2.64K 0.11% 42
2017
Q1 		$586K Buy
2,707
+33
+1% +$7.04K 0.1% 44
2016
Q4 		$549K Buy
2,674
+16
+0.6% +$3.21K 0.1% 45
2016
Q3 		$528K Buy
2,658
+12
+0.5% +$2.38K 0.1% 48
2016
Q2 		$508K Buy
2,646
+14
+0.5% +$2.67K 0.1% 42
2016
Q1 		$496K Buy
2,632
+14
+0.5% +$2.5K 0.1% 43
2015
Q4 		$489K Sell
2,618
-255
-9% -$48K 0.11% 41
2015
Q3 		$505K Buy
2,873
+16
+0.6% +$2.98K 0.11% 39
2015
Q2 		$540K Buy
2,857
+13
+0.5% +$2.51K 0.11% 36
2015
Q1 		$538K Sell
2,844
-163
-5% -$30.9K 0.12% 35
2014
Q4 		$567K Hold
3,007
– – 0.13% 33
2014
Q3 		$543K Sell
3,007
-8,522
-74% -$1.54M 0.13% 30
2014
Q2 		$2.07M Sell
11,529
-99
-0.9% -$17.3K 0.56% 18
2014
Q1 		$1.99M Buy
11,628
+99
+0.9% +$16.6K 0.5% 20
2013
Q4 		$1.95M Buy
11,529
+3,116
+37% +$505K 0.51% 20
2013
Q3 		$1.3M Hold
8,413
– – 0.38% 23
2013
Q2 		$1.23M Buy
+8,413
New +$1.24M 0.43% 21

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

LBMC Investment Advisors's VOO Position: Q1 2026 in Review

LBMC Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2026, buying an estimated $253K and bringing the position to 25,287 shares worth $15.1M. The position accounts for 0.92% of the portfolio, ranked #18.

LBMC Investment Advisors first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.8M in Q3 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • LBMC Investment Advisors held 25,287 shares of Vanguard S&P 500 ETF worth $15.1M as of Q1 2026.
  • LBMC Investment Advisors bought 404 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $253K.
  • Vanguard S&P 500 ETF made up 0.92% of LBMC Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • LBMC Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • LBMC Investment Advisors's Vanguard S&P 500 ETF position peaked at $15.8M in Q3 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.