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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
Q2 		$4.92M Hold
8,226
– – 0.61% 43
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 Buy
8,666
+142
+2% +$72.2K 0.78% 34
2024
Q2 		$4.26M Sell
8,524
-519
-6% -$250K 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 		$4.05M 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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Liberty Wealth Management's VOO Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 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 30 quarters since. The position peaked at $5.05M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Liberty Wealth Management held 8,226 shares of Vanguard S&P 500 ETF worth $4.92M as of Q2 2026.
  • Liberty Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.61% of Liberty Wealth Management's portfolio in Q2 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 30 quarters since.
  • Liberty Wealth Management's Vanguard S&P 500 ETF position peaked at $5.05M in Q4 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.