LGWM
VOO icon

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

Litman Gregory 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
2025
Q4 		$142M Sell
226,423
-21,250
-9% -$13.2M 10.38% 2
2025
Q3 		$152M Sell
247,673
-64
-0% -$37.7K 11.27% 2
2025
Q2 		$141M Sell
247,737
-13,416
-5% -$7.05M 11.07% 2
2025
Q1 		$134M Sell
261,153
-2,014
-0.8% -$1.09M 11.51% 1
2024
Q4 		$142M Buy
263,167
+16,342
+7% +$8.85M 12.29% 1
2024
Q3 		$130M Buy
246,825
+64
+0% +$32.5K 10.89% 2
2024
Q2 		$123M Buy
246,761
+17,904
+8% +$8.62M 10.95% 2
2024
Q1 		$110M Buy
228,857
+5,394
+2% +$2.47M 9.98% 2
2023
Q4 		$97.6M Buy
223,463
+17,276
+8% +$7.07M 9.26% 2
2023
Q3 		$81M Buy
206,187
+6,688
+3% +$2.73M 8.35% 2
2023
Q2 		$81.3M Buy
+199,499
New +$77M 10.14% 2
2023
Q1 		– Sell
-191,190
Closed -$67.2M – 104
2022
Q4 		$67.2M Buy
191,190
+45,580
+31% +$16.1M 9.38% 3
2022
Q3 		$47.8M Sell
145,610
-5,520
-4% -$2.02M 7.64% 5
2022
Q2 		$52.4M Buy
151,130
+27,145
+22% +$10.2M 7.71% 4
2022
Q1 		$51.5M Buy
123,985
+54,395
+78% +$22.3M 7.53% 4
2021
Q4 		$30.4M Buy
69,590
+38,820
+126% +$16.4M 5.16% 5
2021
Q3 		$12.1M Buy
30,770
+20,282
+193% +$8.23M 2.28% 8
2021
Q2 		$10.5M Sell
10,488
-6,241
-37% -$2.4M 1.96% 11
2021
Q1 		$6.09M Buy
16,729
+898
+6% +$318K 1.19% 15
2020
Q4 		$5.44M Sell
15,831
-3,307
-17% -$1.08M 1% 15
2020
Q3 		$5.89M Buy
19,138
+2,775
+17% +$845K 1.22% 13
2020
Q2 		$4.64M Buy
16,363
+583
+4% +$157K 1.02% 14
2020
Q1 		$3.74M Buy
15,780
+3,695
+31% +$1.04M 0.94% 16
2019
Q4 		$3.58M Buy
12,085
+75
+0.6% +$21.2K 0.8% 19
2019
Q3 		$3.27M Buy
12,010
+13
+0.1% +$3.53K 0.8% 20
2019
Q2 		$3.23M Sell
11,997
-958
-7% -$253K 0.85% 19
2019
Q1 		$3.36M Buy
12,955
+14
+0.1% +$3.5K 0.92% 18
2018
Q4 		$2.97M Buy
12,941
+5,263
+69% +$1.3M 0.91% 19
2018
Q3 		$2.05M Buy
7,678
+23
+0.3% +$6.02K 0.69% 23
2018
Q2 		$1.91M Buy
7,655
+1,962
+34% +$487K 0.75% 19
2018
Q1 		$1.38M Buy
5,693
+152
+3% +$38.1K 0.56% 19
2017
Q4 		$1.36M Sell
5,541
-524
-9% -$125K 0.41% 18
2017
Q3 		$1.4M Buy
6,065
+250
+4% +$56.6K 0.68% 16
2017
Q2 		$1.29M Buy
5,815
+130
+2% +$28.6K 0.73% 13
2017
Q1 		$1.23M Buy
5,685
+653
+13% +$139K 0.76% 15
2016
Q4 		$1.03M Buy
5,032
+2,738
+119% +$549K 0.69% 16
2016
Q3 		$456K Buy
2,294
+1,768
+336% +$351K 0.33% 19
2016
Q2 		$101K Buy
+526
New +$100K 0.08% 22

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Litman Gregory Wealth Management's VOO Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 8.6% in Q4 2025, selling an estimated $13.2M and leaving 226,423 shares worth $142M. The position accounts for 10.38% of the portfolio, ranked #2.

Litman Gregory Wealth Management first reported a position in VOO in Q2 2016 and has held it in 38 quarters since. The position peaked at $152M in Q3 2025. 3,847 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Litman Gregory Wealth Management held 226,423 shares of Vanguard S&P 500 ETF worth $142M as of Q4 2025.
  • Litman Gregory Wealth Management sold 21,250 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $13.2M.
  • Vanguard S&P 500 ETF made up 10.38% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #2 holding.
  • Litman Gregory Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 38 quarters since.
  • Litman Gregory Wealth Management's Vanguard S&P 500 ETF position peaked at $152M in Q3 2025.
  • 3,847 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.