LBWM
VOO icon

Left Brain Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Left Brain Wealth 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 		– Sell
-472
Closed -$296K – 97
2025
Q4 		$296K Buy
+472
New +$293K 0.1% 69

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Left Brain Wealth Management's VOO Position: Q1 2026 in Review

Left Brain Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 472 shares — an estimated $296K sold.

Left Brain Wealth Management first reported a position in VOO in Q4 2025 and held it in 1 quarter. The position peaked at $296K in Q4 2025. 3,861 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Left Brain Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Left Brain Wealth Management sold 472 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $296K.
  • Left Brain Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Left Brain Wealth Management's Vanguard S&P 500 ETF position peaked at $296K in Q4 2025.
  • 3,861 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.