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Lowery Thomas LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Lowery Thomas LLC’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 		$16.4M Sell
27,491
-386
-1% -$241K 9.39% 2
2025
Q4 		$17.5M Sell
27,877
-275
-1% -$171K 9.88% 2
2025
Q3 		$17.2M Buy
28,152
+573
+2% +$338K 9.96% 2
2025
Q2 		$15.7M Sell
27,579
-1,665
-6% -$875K 10.03% 2
2025
Q1 		$15M Buy
29,244
+353
+1% +$191K 10.28% 2
2024
Q4 		$15.6M Buy
28,891
+651
+2% +$353K 10.15% 2
2024
Q3 		$14.9M Buy
28,240
+1,288
+5% +$655K 10.11% 2
2024
Q2 		$13.5M Buy
26,952
+1,159
+4% +$558K 9.83% 2
2024
Q1 		$12.4M Buy
25,793
+4,870
+23% +$2.23M 9.49% 2
2023
Q4 		$9.14M Buy
20,923
+6,392
+44% +$2.62M 7.85% 2
2023
Q3 		$5.71M Buy
14,531
+2,968
+26% +$1.21M 5.46% 5
2023
Q2 		$4.71M Buy
11,563
+287
+3% +$111K 4.63% 8
2023
Q1 		$4.24M Buy
11,276
+1,193
+12% +$438K 4.68% 8
2022
Q4 		$3.54M Buy
10,083
+6,231
+162% +$2.2M 4.25% 12
2022
Q3 		$1.26M Buy
3,852
+2,950
+327% +$1.08M 1.48% 23
2022
Q2 		$313K Buy
902
+407
+82% +$153K 0.3% 37
2022
Q1 		$206K Hold
495
– – 0.16% 49
2021
Q4 		$216K Buy
+495
New +$209K 0.15% 47

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Lowery Thomas LLC's VOO Position: Q1 2026 in Review

Lowery Thomas LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, selling an estimated $241K and leaving 27,491 shares worth $16.4M. The position accounts for 9.39% of the portfolio, ranked #2.

Lowery Thomas LLC first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.5M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Lowery Thomas LLC held 27,491 shares of Vanguard S&P 500 ETF worth $16.4M as of Q1 2026.
  • Lowery Thomas LLC sold 386 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $241K.
  • Vanguard S&P 500 ETF made up 9.39% of Lowery Thomas LLC's portfolio in Q1 2026, its #2 holding.
  • Lowery Thomas LLC first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's Vanguard S&P 500 ETF position peaked at $17.5M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.