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

Linscomb Wealth’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 		$3.43M Buy
5,743
+1,055
+23% +$660K 0.15% 121
2025
Q4 		$2.94M Sell
4,688
-125
-3% -$77.7K 0.12% 132
2025
Q3 		$2.95M Buy
4,813
+934
+24% +$551K 0.13% 130
2025
Q2 		$2.2M Sell
3,879
-76
-2% -$39.9K 0.1% 142
2025
Q1 		$2.03M Sell
3,955
-1
-0% -$541 0.1% 141
2024
Q4 		$2.13M Sell
3,956
-75
-2% -$40.6K 0.11% 140
2024
Q3 		$2.13M Sell
4,031
-269
-6% -$137K 0.11% 139
2024
Q2 		$2.15M Buy
4,300
+1,418
+49% +$682K 0.11% 131
2024
Q1 		$1.39M Sell
2,882
-1,391
-33% -$637K 0.07% 143
2023
Q4 		$1.87M Sell
4,273
-312
-7% -$128K 0.1% 132
2023
Q3 		$1.8M Sell
4,585
-1,364
-23% -$558K 0.11% 133
2023
Q2 		$2.42M Sell
5,949
-298
-5% -$115K 0.13% 120
2023
Q1 		$2.35M Sell
6,247
-250
-4% -$91.7K 0.12% 125
2022
Q4 		$2.28M Buy
6,497
+1,862
+40% +$658K 0.12% 131
2022
Q3 		$1.52M Buy
4,635
+166
+4% +$60.6K 0.09% 138
2022
Q2 		$1.55M Buy
4,469
+335
+8% +$126K 0.09% 136
2022
Q1 		$1.72M Sell
4,134
-100
-2% -$40.9K 0.08% 146
2021
Q4 		$1.85M Buy
4,234
+192
+5% +$81K 0.09% 136
2021
Q3 		$1.59M Sell
4,042
-233
-5% -$94.5K 0.08% 141
2021
Q2 		$1.68M Sell
4,275
-492
-10% -$189K 0.09% 133
2021
Q1 		$1.74M Buy
4,767
+443
+10% +$157K 0.09% 126
2020
Q4 		$1.49M Sell
4,324
-61
-1% -$19.9K 0.09% 135
2020
Q3 		$1.35M Buy
4,385
+945
+27% +$288K 0.09% 127
2020
Q2 		$975K Sell
3,440
-592
-15% -$159K 0.07% 146
2020
Q1 		$955K Buy
4,032
+1,609
+66% +$451K 0.08% 142
2019
Q4 		$717K Buy
+2,423
New +$685K 0.05% 279

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

Linscomb Wealth's VOO Position: Q1 2026 in Review

Linscomb Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 23% in Q1 2026, buying an estimated $660K and bringing the position to 5,743 shares worth $3.43M. The position accounts for 0.15% of the portfolio, ranked #121.

Linscomb Wealth first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Linscomb Wealth held 5,743 shares of Vanguard S&P 500 ETF worth $3.43M as of Q1 2026.
  • Linscomb Wealth bought 1,055 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $660K.
  • Vanguard S&P 500 ETF made up 0.15% of Linscomb Wealth's portfolio in Q1 2026, its #121 holding.
  • Linscomb Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.