LIA
VOO icon

Luken Investment Analytics’s Vanguard S&P 500 ETF VOO Stock Holding History

Luken Investment Analytics’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
Q2 		$7.22M Sell
10,516
-56
-0.5% -$37.3K 2.52% 18
2026
Q1 		$6.32M Sell
10,572
-195
-2% -$122K 2.42% 15
2025
Q4 		$6.75M Sell
10,767
-40
-0.4% -$24.9K 2.67% 14
2025
Q3 		$6.62M Sell
10,807
-43
-0.4% -$25.3K 2.59% 16
2025
Q2 		$6.16M Buy
10,850
+62
+0.6% +$32.6K 2.7% 15
2025
Q1 		$5.54M Sell
10,788
-147
-1% -$79.5K 2.6% 14
2024
Q4 		$5.89M Sell
10,935
-47
-0.4% -$25.5K 2.73% 12
2024
Q3 		$5.79M Sell
10,982
-79
-0.7% -$40.2K 2.66% 12
2024
Q2 		$5.53M Sell
11,061
-470
-4% -$226K 2.78% 13
2024
Q1 		$5.54M Sell
11,531
-926
-7% -$424K 2.8% 14
2023
Q4 		$5.44M Sell
12,457
-206
-2% -$84.3K 2.93% 13
2023
Q3 		$4.97M Sell
12,663
-192
-1% -$78.5K 2.88% 13
2023
Q2 		$5.24M Sell
12,855
-521
-4% -$201K 2.93% 11
2023
Q1 		$5.03M Sell
13,376
-377
-3% -$138K 2.96% 10
2022
Q4 		$4.83M Buy
+13,753
New +$4.86M 3.09% 10
2020
Q4 		$7.72M Buy
+22,470
New +$7.33M 5.74% 6

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Luken Investment Analytics's VOO Position: Q2 2026 in Review

Luken Investment Analytics reduced its Vanguard S&P 500 ETF (VOO) stake by 0.53% in Q2 2026, selling an estimated $37.3K and leaving 10,516 shares worth $7.22M. The position accounts for 2.52% of the portfolio, ranked #18.

Luken Investment Analytics first reported a position in VOO in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.72M in Q4 2020. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Luken Investment Analytics held 10,516 shares of Vanguard S&P 500 ETF worth $7.22M as of Q2 2026.
  • Luken Investment Analytics sold 56 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $37.3K.
  • Vanguard S&P 500 ETF made up 2.52% of Luken Investment Analytics's portfolio in Q2 2026, its #18 holding.
  • Luken Investment Analytics first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
  • Luken Investment Analytics's Vanguard S&P 500 ETF position peaked at $7.72M in Q4 2020.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.