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

Lowe 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
Q3 		$47.2K Buy
77
+75
+3,750% +$44.2K 0.02% 151
2025
Q2 		$1.14K Hold
2
– – ﹤0.01% 341
2025
Q1 		$1.03K Hold
2
– – ﹤0.01% 348
2024
Q4 		$1.08K Hold
2
– – ﹤0.01% 338
2024
Q3 		$1.05K Hold
2
– – ﹤0.01% 293
2024
Q2 		$1K Hold
2
– – ﹤0.01% 290
2024
Q1 		$961 Hold
2
– – ﹤0.01% 280
2023
Q4 		$874 Hold
2
– – ﹤0.01% 286
2023
Q3 		$785 Hold
2
– – ﹤0.01% 279
2023
Q2 		$815 Hold
2
– – ﹤0.01% 320
2023
Q1 		$752 Buy
+2
New +$733 ﹤0.01% 318

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lowe Wealth Advisors's VOO Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3,750% in Q3 2025, buying an estimated $44.2K and bringing the position to 77 shares worth $47.2K. The position accounts for 0.02% of the portfolio, ranked #151.

Lowe Wealth Advisors first reported a position in VOO in Q1 2023 and has held it in 11 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Lowe Wealth Advisors held 77 shares of Vanguard S&P 500 ETF worth $47.2K as of Q3 2025.
  • Lowe Wealth Advisors bought 75 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $44.2K.
  • Vanguard S&P 500 ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #151 holding.
  • Lowe Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.