LGT Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

LGT Financial 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
2025 Q4	–	Sell	-586	Closed	-$359K	–	377
2025 Q3	$359K	Sell	586 -1	-0.2%	-$589	0.77%	29
2025 Q2	$333K	Sell	587 -54	-8%	-$28.4K	0.85%	27
2025 Q1	$329K	Buy	641 +10	+2%	+$5.41K	1.01%	25
2024 Q4	$340K	Sell	631 -69	-10%	-$37.4K	0.75%	25
2024 Q3	$369K	Hold	700	–	–	0.91%	25
2024 Q2	$350K	Hold	700	–	–	0.74%	30
2024 Q1	$336K	Sell	700 -2	-0.3%	-$915	0.39%	53
2023 Q4	$307K	Sell	702 -243	-26%	-$99.5K	0.38%	56
2023 Q3	$371K	Buy	945 +2	+0.2%	+$818	0.47%	41
2023 Q2	$384K	Buy	+943	New	+$364K	0.41%	71
2023 Q1	–	Sell	-941	Closed	-$330K	–	198
2022 Q4	$330K	Buy	+941	New	+$332K	0.39%	55

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGT Financial Advisors's VOO Position: Q4 2025 in Review

LGT Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 586 shares — an estimated $359K sold.

LGT Financial Advisors first reported a position in VOO in Q4 2022 and held it in 11 quarters. The position peaked at $384K in Q2 2023. 3,832 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

LGT Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 586 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $359K.
LGT Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's Vanguard S&P 500 ETF position peaked at $384K in Q2 2023.
3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.