LRWM
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Lord & Richards Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-78
Closed -$40.1K – 164
2025
Q1 		$40.1K Buy
+78
New +$42.2K 0.05% 91

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Lord & Richards Wealth Management's VOO Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 78 shares — an estimated $40.1K sold.

Lord & Richards Wealth Management first reported a position in VOO in Q1 2025 and held it in 1 quarter. The position peaked at $40.1K in Q1 2025. 3,385 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 78 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $40.1K.
  • Lord & Richards Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard S&P 500 ETF position peaked at $40.1K in Q1 2025.
  • 3,385 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.