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

Liberty 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 		$4.92M Buy
8,226
+170
+2% +$106K 0.61% 43
2025
Q4 		$5.05M Sell
8,056
-182
-2% -$113K 0.65% 38
2025
Q3 		$5.04M Buy
8,238
+256
+3% +$151K 0.71% 36
2025
Q2 		$4.53M Sell
7,982
-77
-1% -$40.5K 0.71% 38
2025
Q1 		$3.67M Buy
8,059
+485
+6% +$262K 0.7% 38
2024
Q4 		$4.08M Sell
7,574
-1,092
-13% -$591K 0.68% 37
2024
Q3 		$4.57M Sell
8,666
-260,851
-97% -$133M 0.78% 34
2024
Q2 		$4.26M Buy
269,517
+260,474
+2,880% +$125M 0.78% 33
2024
Q1 		$4.35M Buy
9,043
+6,107
+208% +$2.8M 0.85% 30
2023
Q4 		$3.73M Sell
2,936
-5,823
-66% -$2.38M 0.8% 29
2023
Q3 		$3.44M Buy
8,759
+325
+4% +$133K 0.86% 30
2023
Q2 		$3.44M Buy
8,434
+128
+2% +$49.4K 0.85% 28
2023
Q1 		$3.12M Buy
+8,306
New +$3.05M 0.64% 39
2022
Q3 		$2.64M Buy
8,052
+76
+1% +$27.8K 0.7% 25
2022
Q2 		$2.77M Sell
7,976
-11
-0.1% -$4.14K 1.12% 19
2022
Q1 		$3.32M Buy
7,987
+6,774
+558% +$2.77M 1.2% 18
2021
Q4 		$4.05K Sell
1,213
-7,153
-86% -$3.02M 0.18% 35
2021
Q3 		$3.3M Buy
8,366
+46
+0.6% +$18.7K 1.18% 16
2021
Q2 		$3.14M Sell
8,320
-1,442
-15% -$554K 1.22% 18
2021
Q1 		$3.38M Hold
9,762
– – 1.65% 16
2020
Q4 		$3.38M Sell
9,762
-1,628
-14% -$531K 1.65% 16
2020
Q3 		$3.5M Sell
11,390
-119
-1% -$36.3K 2.07% 9
2020
Q2 		$3.26M Hold
11,509
– – 2.3% 9
2020
Q1 		$2.73M Buy
11,509
+514
+5% +$144K 2.38% 7
2019
Q4 		$3.25M Buy
10,995
+131
+1% +$37.1K 2.56% 8
2019
Q3 		$2.96M Sell
10,864
-84
-0.8% -$22.8K 2.8% 6
2019
Q2 		$2.95M Buy
10,948
+90
+0.8% +$23.8K 2.58% 6
2019
Q1 		$2.82M Sell
10,858
-5
-0% -$1.25K 2.12% 8
2018
Q4 		$2.5M Buy
+10,863
New +$2.69M 1.86% 10

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

Liberty Wealth Management's VOO Position: Q1 2026 in Review

Liberty Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, buying an estimated $106K and bringing the position to 8,226 shares worth $4.92M. The position accounts for 0.61% of the portfolio, ranked #43.

Liberty Wealth Management first reported a position in VOO in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.05M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Liberty Wealth Management held 8,226 shares of Vanguard S&P 500 ETF worth $4.92M as of Q1 2026.
  • Liberty Wealth Management bought 170 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $106K.
  • Vanguard S&P 500 ETF made up 0.61% of Liberty Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Liberty Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Vanguard S&P 500 ETF position peaked at $5.05M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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