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

LM 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	$66.2M	Buy	96,457 +40,340	+72%	+$26.9M	7.64%	2
2026 Q1	$93.9K	Sell	56,117 -782	-1%	-$489K	1.48%	13
2025 Q4	$90.7K	Sell	56,899 -31,618	-36%	-$19.6M	1.63%	14
2025 Q3	$54.2M	Buy	88,517 +8,261	+10%	+$4.87M	7.81%	2
2025 Q2	$45.6M	Buy	80,256 +754	+0.9%	+$396K	5.87%	5
2025 Q1	$40.9M	Buy	79,502 +2,283	+3%	+$1.23M	7.36%	2
2024 Q4	$41.6M	Buy	77,219 +4,073	+6%	+$2.21M	7.44%	2
2024 Q3	$38.4M	Sell	73,146 -2,002	-3%	-$1.02M	7.8%	2
2024 Q2	$37.4M	Sell	75,148 -48,551	-39%	-$23.4M	0.06%	25
2024 Q1	$59.2M	Buy	123,699 +51,812	+72%	+$23.7M	9.41%	1
2023 Q4	$31.4M	Buy	+71,887	New	+$29.4M	6.32%	3

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

LM Advisors's VOO Position: Q2 2026 in Review

LM Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 72% in Q2 2026, buying an estimated $26.9M and bringing the position to 96,457 shares worth $66.2M. The position accounts for 7.64% of the portfolio, ranked #2.

LM Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

LM Advisors held 96,457 shares of Vanguard S&P 500 ETF worth $66.2M as of Q2 2026.
LM Advisors bought 40,340 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26.9M.
Vanguard S&P 500 ETF made up 7.64% of LM Advisors's portfolio in Q2 2026, its #2 holding.
LM Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.