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LVM Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

LVM Capital 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
2026
Q2 		$404K Hold
589
– – 0.03% 124
2026
Q1 		$352K Buy
589
+11
+2% +$6.88K 0.03% 125
2025
Q4 		$362K Hold
578
– – 0.03% 127
2025
Q3 		$354K Hold
578
– – 0.03% 127
2025
Q2 		$328K Hold
578
– – 0.03% 127
2025
Q1 		$297K Sell
578
-155
-21% -$83.8K 0.03% 130
2024
Q4 		$395K Hold
733
– – 0.04% 122
2024
Q3 		$366K Hold
733
– – 0.04% 120
2024
Q2 		$366K Buy
+733
New +$353K 0.04% 120

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LVM Capital Management's VOO Position: Q2 2026 in Review

LVM Capital Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 589 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #124.

LVM Capital Management first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • LVM Capital Management held 589 shares of Vanguard S&P 500 ETF worth $404K as of Q2 2026.
  • LVM Capital Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.03% of LVM Capital Management's portfolio in Q2 2026, its #124 holding.
  • LVM Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.