LPWM LLC
VOO icon

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

LPWM 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
Q3 		$1.85M Buy
2,634
+45
+2% +$31.4K 0.4% 35
2026
Q2 		$1.78M Buy
2,589
+47
+2% +$31.3K 0.39% 36
2026
Q1 		$1.52M Sell
2,542
-46
-2% -$28.8K 0.38% 34
2025
Q4 		$1.62M Buy
2,588
+180
+7% +$112K 0.41% 37
2025
Q3 		$1.47M Hold
2,408
– – 0.39% 34
2025
Q2 		$1.37M Buy
2,408
+8
+0.3% +$4.2K 0.4% 34
2025
Q1 		$1.23M Buy
+2,400
New +$1.3M 0.4% 33

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPWM LLC's VOO Position: Q3 2026 in Review

LPWM LLC increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q3 2026, buying an estimated $31.4K and bringing the position to 2,634 shares worth $1.85M. The position accounts for 0.4% of the portfolio, ranked #35.

LPWM LLC first reported a position in VOO in Q1 2025 and has held it in 7 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • LPWM LLC held 2,634 shares of Vanguard S&P 500 ETF worth $1.85M as of Q3 2026.
  • LPWM LLC bought 45 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $31.4K.
  • Vanguard S&P 500 ETF made up 0.4% of LPWM LLC's portfolio in Q3 2026, its #35 holding.
  • LPWM LLC first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.