LIM
VOO icon

Leavell Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Leavell Investment Management’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 		$40.6M Buy
67,902
+3,510
+5% +$2.2M 1.66% 6
2025
Q4 		$40.4M Buy
64,392
+1,606
+3% +$998K 1.68% 7
2025
Q3 		$38.6M Buy
62,786
+95
+0.2% +$56K 1.63% 7
2025
Q2 		$35.7M Buy
62,691
+3,231
+5% +$1.7M 1.6% 7
2025
Q1 		$30.6M Buy
59,460
+1,314
+2% +$710K 1.51% 7
2024
Q4 		$31.3M Buy
58,146
+1,664
+3% +$901K 1.54% 7
2024
Q3 		$29.9M Buy
56,482
+4,151
+8% +$2.11M 1.49% 7
2024
Q2 		$26.3M Buy
52,331
+5,397
+11% +$2.6M 1.45% 8
2024
Q1 		$22.6M Buy
46,934
+913
+2% +$418K 1.3% 12
2023
Q4 		$20.1M Buy
46,021
+3,342
+8% +$1.37M 1.28% 13
2023
Q3 		$16.8M Buy
42,679
+1,169
+3% +$478K 1.18% 14
2023
Q2 		$17M Buy
41,510
+2,590
+7% +$999K 1.15% 15
2023
Q1 		$14.6M Sell
38,920
-1,642
-4% -$602K 1.04% 17
2022
Q4 		$14.3M Buy
40,562
+13,104
+48% +$4.63M 1.07% 18
2022
Q3 		$9.05M Buy
27,458
+4,951
+22% +$1.81M 0.72% 45
2022
Q2 		$7.84M Buy
22,507
+2,914
+15% +$1.1M 0.6% 50
2022
Q1 		$8.13M Buy
19,593
+1,583
+9% +$648K 0.56% 54
2021
Q4 		$7.86M Buy
18,010
+625
+4% +$264K 0.52% 55
2021
Q3 		$6.88M Buy
17,385
+975
+6% +$396K 0.51% 59
2021
Q2 		$5.98M Hold
16,410
– – 0.49% 60
2021
Q1 		$5.98M Buy
16,410
+95
+0.6% +$33.7K 0.49% 60
2020
Q4 		$5.61M Sell
16,315
-13,762
-46% -$4.49M 0.48% 60
2020
Q3 		$9.29M Buy
30,077
+10
+0% +$3.05K 0.81% 31
2020
Q2 		$8.56M Buy
30,067
+90
+0.3% +$24.2K 0.83% 31
2020
Q1 		$7.1M Sell
29,977
-1,502
-5% -$421K 0.82% 32
2019
Q4 		$9.31M Sell
31,479
-310
-1% -$87.7K 0.87% 29
2019
Q3 		$8.71M Buy
31,789
+5
+0% +$1.36K 0.89% 27
2019
Q2 		$8.6M Buy
31,784
+2,541
+9% +$672K 0.91% 28
2019
Q1 		$7.59M Buy
29,243
+2,800
+11% +$699K 0.85% 28
2018
Q4 		$6.08M Buy
26,443
+37
+0.1% +$9.16K 0.76% 33
2018
Q3 		$7.08M Hold
26,406
– – 0.76% 30
2018
Q2 		$6.62M Buy
26,406
+1,277
+5% +$317K 0.75% 28
2018
Q1 		$6.08M Sell
25,129
-1,372
-5% -$344K 0.71% 32
2017
Q4 		$6.5M Sell
26,501
-297
-1% -$71K 0.77% 33
2017
Q3 		$6.18M Buy
26,798
+250
+0.9% +$56.6K 0.76% 32
2017
Q2 		$5.89M Sell
26,548
-1,610
-6% -$354K 0.75% 32
2017
Q1 		$6.09M Buy
28,158
+6,242
+28% +$1.33M 0.78% 28
2016
Q4 		$4.5M Buy
21,916
+2,255
+11% +$453K 0.62% 38
2016
Q3 		$3.91M Sell
19,661
-50
-0.3% -$9.92K 0.58% 47
2016
Q2 		$3.79M Sell
19,711
-35
-0.2% -$6.66K 0.56% 50
2016
Q1 		$3.72M Buy
19,746
+13,173
+200% +$2.36M 0.56% 48
2015
Q4 		$1.23M Buy
6,573
+1,325
+25% +$249K 0.18% 136
2015
Q3 		$922K Buy
5,248
+500
+11% +$93K 0.15% 158
2015
Q2 		$897K Hold
4,748
– – 0.14% 175
2015
Q1 		$898K Buy
4,748
+625
+15% +$118K 0.14% 179
2014
Q4 		$777K Sell
4,123
-600
-13% -$111K 0.12% 186
2014
Q3 		$853K Hold
4,723
– – 0.14% 175
2014
Q2 		$847K Buy
4,723
+337
+8% +$58.7K 0.13% 179
2014
Q1 		$751K Buy
4,386
+2
+0% +$336 0.13% 181
2013
Q4 		$742K Sell
4,384
-2
-0% -$324 0.13% 178
2013
Q3 		$675K Sell
4,386
-421
-9% -$64.6K 0.12% 179
2013
Q2 		$705K Buy
+4,807
New +$709K 0.13% 168

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

Leavell Investment Management's VOO Position: Q1 2026 in Review

Leavell Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q1 2026, buying an estimated $2.2M and bringing the position to 67,902 shares worth $40.6M. The position accounts for 1.66% of the portfolio, ranked #6.

Leavell Investment Management first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Leavell Investment Management held 67,902 shares of Vanguard S&P 500 ETF worth $40.6M as of Q1 2026.
  • Leavell Investment Management bought 3,510 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.2M.
  • Vanguard S&P 500 ETF made up 1.66% of Leavell Investment Management's portfolio in Q1 2026, its #6 holding.
  • Leavell Investment Management first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.