LOM Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

LOM Asset 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
2026 Q3	$4.89M	Sell	6,978 -57	-0.8%	-$39.8K	1.24%	17
2026 Q2	$4.83M	Sell	7,035 -5,962	-46%	-$3.97M	1.25%	19
2026 Q1	$7.77M	Sell	12,997 -64	-0.5%	-$40K	2.23%	6
2025 Q4	$8.19M	Sell	13,061 -381	-3%	-$237K	2.37%	5
2025 Q3	$8.23M	Buy	13,442 +112	+0.8%	+$66K	2.51%	5
2025 Q2	$7.57M	Buy	+13,330	New	+$7.01M	2.56%	5

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

LOM Asset Management's VOO Position: Q3 2026 in Review

LOM Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.81% in Q3 2026, selling an estimated $39.8K and leaving 6,978 shares worth $4.89M. The position accounts for 1.24% of the portfolio, ranked #17.

LOM Asset Management first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.23M in Q3 2025. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

LOM Asset Management held 6,978 shares of Vanguard S&P 500 ETF worth $4.89M as of Q3 2026.
LOM Asset Management sold 57 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $39.8K.
Vanguard S&P 500 ETF made up 1.24% of LOM Asset Management's portfolio in Q3 2026, its #17 holding.
LOM Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
LOM Asset Management's Vanguard S&P 500 ETF position peaked at $8.23M in Q3 2025.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on LOM Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.