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

Lifeworks 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
2026 Q2	$2.57M	Buy	3,736 +586	+19%	+$391K	0.27%	85
2026 Q1	$1.88M	Buy	3,150 +48	+2%	+$30K	0.24%	93
2025 Q4	$1.95M	Buy	3,102 +167	+6%	+$104K	0.25%	91
2025 Q3	$1.8M	Sell	2,935 -79	-3%	-$46.6K	0.24%	94
2025 Q2	$1.71M	Buy	3,014 +2,120	+237%	+$1.11M	0.26%	92
2025 Q1	$460K	Buy	894 +106	+13%	+$57.3K	0.08%	189
2024 Q4	$425K	Buy	788 +9	+1%	+$4.88K	0.08%	190
2024 Q3	$411K	Buy	779 +40	+5%	+$20.3K	0.08%	188
2024 Q2	$370K	Buy	+739	New	+$356K	0.1%	154

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Lifeworks Advisors's VOO Position: Q2 2026 in Review

Lifeworks Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q2 2026, buying an estimated $391K and bringing the position to 3,736 shares worth $2.57M. The position accounts for 0.27% of the portfolio, ranked #85.

Lifeworks Advisors first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Lifeworks Advisors held 3,736 shares of Vanguard S&P 500 ETF worth $2.57M as of Q2 2026.
Lifeworks Advisors bought 586 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $391K.
Vanguard S&P 500 ETF made up 0.27% of Lifeworks Advisors's portfolio in Q2 2026, its #85 holding.
Lifeworks Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.