LMCG Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

LMCG Investments’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 Q2	–	Sell	-908	Closed	-$467K	–	231
2025 Q1	$467K	Buy	+908	New	+$491K	0.03%	194

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LMCG Investments's VOO Position: Q2 2025 in Review

LMCG Investments sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 908 shares — an estimated $467K sold.

LMCG Investments first reported a position in VOO in Q1 2025 and held it in 1 quarter. The position peaked at $467K in Q1 2025. 3,385 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

LMCG Investments reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
LMCG Investments sold 908 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $467K.
LMCG Investments first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 1 quarter.
LMCG Investments's Vanguard S&P 500 ETF position peaked at $467K in Q1 2025.
3,385 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on LMCG Investments's 13F filing for Q2 2025, filed 24 Jul 2025.