Long Island Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Long Island 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
2026 Q2	$4.03M	Buy	5,870 +1	+0%	+$667	1.66%	17
2026 Q1	$3.51M	Buy	5,869 +91	+2%	+$56.9K	1.63%	17
2025 Q4	$3.62M	Sell	5,778 -360	-6%	-$224K	1.71%	16
2025 Q3	$3.76M	Buy	6,138 +2	+0%	+$1.18K	1.83%	16
2025 Q2	$3.49M	Buy	6,136 +1,185	+24%	+$623K	1.81%	16
2025 Q1	$2.54M	Sell	4,951 -166	-3%	-$89.7K	1.55%	18
2024 Q4	$2.76M	Sell	5,117 -42	-0.8%	-$22.7K	1.73%	17
2024 Q3	$2.72M	Buy	5,159 +1	+0%	+$508	1.79%	19
2024 Q2	$2.58M	Hold	5,158	–	–	1.82%	16
2024 Q1	$2.48M	Buy	5,158 +2	+0%	+$915	1.75%	17
2023 Q4	$2.25M	Buy	+5,156	New	+$2.11M	1.61%	20

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

Long Island Wealth Management's VOO Position: Q2 2026 in Review

Long Island Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.02% in Q2 2026, buying an estimated $667 and bringing the position to 5,870 shares worth $4.03M. The position accounts for 1.66% of the portfolio, ranked #17.

Long Island Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,009 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Long Island Wealth Management held 5,870 shares of Vanguard S&P 500 ETF worth $4.03M as of Q2 2026.
Long Island Wealth Management bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 1.66% of Long Island Wealth Management's portfolio in Q2 2026, its #17 holding.
Long Island Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,009 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.