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Leo Wealth LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Leo Wealth LLC’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 		$11.4M Buy
19,061
+2,301
+14% +$1.44M 0.83% 28
2025
Q4 		$10.5M Buy
16,760
+5,570
+50% +$3.46M 0.76% 26
2025
Q3 		$6.85M Sell
11,190
-3,948
-26% -$2.33M 0.89% 27
2025
Q2 		$8.65M Buy
15,138
+6,362
+72% +$3.34M 0.67% 29
2025
Q1 		$4.51M Sell
8,776
-1,230
-12% -$665K 0.65% 31
2024
Q4 		$5.39M Buy
10,006
+528
+6% +$286K 0.48% 39
2024
Q3 		$5M Buy
9,478
+2,107
+29% +$1.07M 0.46% 37
2024
Q2 		$3.69M Buy
7,371
+26
+0.4% +$12.5K 0.38% 46
2024
Q1 		$3.53M Buy
7,345
+1,372
+23% +$628K 0.36% 49
2023
Q4 		$2.68M Buy
+5,973
New +$2.45M 0.28% 63

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

Leo Wealth LLC's VOO Position: Q1 2026 in Review

Leo Wealth LLC increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2026, buying an estimated $1.44M and bringing the position to 19,061 shares worth $11.4M. The position accounts for 0.83% of the portfolio, ranked #28.

Leo Wealth LLC first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,854 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Leo Wealth LLC held 19,061 shares of Vanguard S&P 500 ETF worth $11.4M as of Q1 2026.
  • Leo Wealth LLC bought 2,301 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.44M.
  • Vanguard S&P 500 ETF made up 0.83% of Leo Wealth LLC's portfolio in Q1 2026, its #28 holding.
  • Leo Wealth LLC first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,854 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.