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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Long Island Wealth Management's VOO Position: Q1 2026 in Review

Long Island Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2026, buying an estimated $56.9K and bringing the position to 5,869 shares worth $3.51M. The position accounts for 1.63% of the portfolio, ranked #17.

Long Island Wealth Management first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.76M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Long Island Wealth Management held 5,869 shares of Vanguard S&P 500 ETF worth $3.51M as of Q1 2026.
Long Island Wealth Management bought 91 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $56.9K.
Vanguard S&P 500 ETF made up 1.63% of Long Island Wealth Management's portfolio in Q1 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 10 quarters since.
Long Island Wealth Management's Vanguard S&P 500 ETF position peaked at $3.76M in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.