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Long Run Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Long Run Wealth 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
2025
Q4 		$7.07M Buy
11,272
+119
+1% +$74K 1.33% 20
2025
Q3 		$6.83M Sell
11,153
-441
-4% -$260K 1.34% 21
2025
Q2 		$6.59M Sell
11,594
-52
-0.4% -$27.3K 1.38% 20
2025
Q1 		$5.98M Buy
11,646
+685
+6% +$370K 1.36% 21
2024
Q4 		$5.91M Sell
10,961
-388
-3% -$210K 1.42% 18
2024
Q3 		$5.99M Buy
11,349
+480
+4% +$244K 1.41% 18
2024
Q2 		$5.44M Sell
10,869
-61
-0.6% -$29.4K 1.38% 19
2024
Q1 		$5.25M Buy
10,930
+1
+0% +$458 1.38% 20
2023
Q4 		$4.77M Sell
10,929
-1,094
-9% -$448K 1.38% 20
2023
Q3 		$4.72M Sell
12,023
-400
-3% -$164K 1.53% 17
2023
Q2 		$5.06M Hold
12,423
– – 1.61% 16
2023
Q1 		$4.67M Sell
12,423
-418
-3% -$153K 1.59% 18
2022
Q4 		$4.51M Sell
12,841
-832
-6% -$294K 1.62% 17
2022
Q3 		$4.49M Buy
13,673
+609
+5% +$222K 1.78% 15
2022
Q2 		$4.53M Buy
13,064
+2,091
+19% +$788K 1.76% 18
2022
Q1 		$4.56M Buy
10,973
+110
+1% +$45K 1.59% 18
2021
Q4 		$4.74M Buy
+10,863
New +$4.59M 1.65% 19

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Long Run Wealth Advisors's VOO Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q4 2025, buying an estimated $74K and bringing the position to 11,272 shares worth $7.07M. The position accounts for 1.33% of the portfolio, ranked #20.

Long Run Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Long Run Wealth Advisors held 11,272 shares of Vanguard S&P 500 ETF worth $7.07M as of Q4 2025.
  • Long Run Wealth Advisors bought 119 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $74K.
  • Vanguard S&P 500 ETF made up 1.33% of Long Run Wealth Advisors's portfolio in Q4 2025, its #20 holding.
  • Long Run Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.