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

LVW 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
2026
Q2 		$6.26M Sell
9,122
-334
-4% -$223K 0.54% 32
2026
Q1 		$5.65M Buy
9,456
+1,770
+23% +$1.11M 0.54% 32
2025
Q4 		$4.82M Buy
7,686
+1,056
+16% +$656K 0.49% 30
2025
Q3 		$4.06M Buy
6,630
+727
+12% +$429K 0.41% 37
2025
Q2 		$3.35M Buy
5,903
+95
+2% +$49.9K 0.37% 39
2025
Q1 		$2.98M Buy
5,808
+505
+10% +$273K 0.36% 38
2024
Q4 		$2.86M Buy
5,303
+1,000
+23% +$542K 0.34% 45
2024
Q3 		$2.27M Buy
4,303
+639
+17% +$325K 0.29% 54
2024
Q2 		$1.83M Buy
3,664
+63
+2% +$30.3K 0.27% 56
2024
Q1 		$1.73M Sell
3,601
-154
-4% -$70.5K 0.29% 59
2023
Q4 		$1.64M Buy
3,755
+540
+17% +$221K 0.31% 55
2023
Q3 		$1.26M Buy
3,215
+766
+31% +$313K 0.26% 73
2023
Q2 		$997K Buy
2,449
+317
+15% +$122K 0.19% 83
2023
Q1 		$802K Buy
2,132
+292
+16% +$107K 0.16% 96
2022
Q4 		$646K Buy
1,840
+381
+26% +$135K 0.13% 123
2022
Q3 		$479K Sell
1,459
-476
-25% -$174K 0.11% 134
2022
Q2 		$671K Buy
1,935
+6
+0.3% +$2.26K 0.14% 108
2022
Q1 		$801K Sell
1,929
-2,865
-60% -$1.17M 0.14% 109
2021
Q4 		$2.09M Sell
4,794
-14,125
-75% -$5.96M 0.36% 61
2021
Q3 		$7.46M Sell
18,919
-821
-4% -$333K 1.29% 13
2021
Q2 		$7.77M Sell
19,740
-4,862
-20% -$1.87M 1.38% 13
2021
Q1 		$8.96M Sell
24,602
-1,742
-7% -$618K 1.72% 9
2020
Q4 		$9.05M Sell
26,344
-1,538
-6% -$501K 1.82% 11
2020
Q3 		$8.58M Buy
27,882
+4,526
+19% +$1.38M 1.89% 11
2020
Q2 		$6.62M Buy
23,356
+12,703
+119% +$3.42M 1.6% 14
2020
Q1 		$2.52M Buy
10,653
+5,227
+96% +$1.46M 0.67% 45
2019
Q4 		$1.6M Sell
5,426
-1,605
-23% -$454K 0.36% 61
2019
Q3 		$1.92M Sell
7,031
-113
-2% -$30.7K 0.48% 56
2019
Q2 		$1.92M Sell
7,144
-175
-2% -$46.3K 0.53% 50
2019
Q1 		$1.9M Sell
7,319
-4,289
-37% -$1.07M 0.51% 51
2018
Q4 		$2.67M Buy
11,608
+7,933
+216% +$1.97M 0.9% 36
2018
Q3 		$981K Sell
3,675
-144
-4% -$37.7K 0.28% 65
2018
Q2 		$953K Sell
3,819
-35
-0.9% -$8.69K 0.3% 62
2018
Q1 		$933K Sell
3,854
-468
-11% -$117K 0.29% 65
2017
Q4 		$1.06M Hold
4,322
– – 0.31% 61
2017
Q3 		$997K Hold
4,322
– – 0.4% 53
2017
Q2 		$960K Sell
4,322
-337
-7% -$74.2K 0.34% 42
2017
Q1 		$1.01M Buy
4,659
+371
+9% +$79.2K 0.36% 45
2016
Q4 		$880K Sell
4,288
-904
-17% -$181K 0.31% 50
2016
Q3 		$1.03M Buy
5,192
+190
+4% +$37.7K 0.34% 44
2016
Q2 		$961K Buy
5,002
+530
+12% +$101K 0.36% 44
2016
Q1 		$843K Hold
4,472
– – 0.27% 51
2015
Q4 		$836K Buy
4,472
+1,295
+41% +$244K 0.33% 52
2015
Q3 		$558K Buy
3,177
+2,045
+181% +$380K 0.26% 63
2015
Q2 		$214K Hold
1,132
– – 0.09% 137
2015
Q1 		$214K Sell
1,132
-321
-22% -$60.8K 0.1% 142
2014
Q4 		$274K Buy
+1,453
New +$268K 0.15% 122

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LVW Advisors's VOO Position: Q2 2026 in Review

LVW Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, selling an estimated $223K and leaving 9,122 shares worth $6.26M. The position accounts for 0.54% of the portfolio, ranked #32.

LVW Advisors first reported a position in VOO in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.05M in Q4 2020. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • LVW Advisors held 9,122 shares of Vanguard S&P 500 ETF worth $6.26M as of Q2 2026.
  • LVW Advisors sold 334 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $223K.
  • Vanguard S&P 500 ETF made up 0.54% of LVW Advisors's portfolio in Q2 2026, its #32 holding.
  • LVW Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Vanguard S&P 500 ETF position peaked at $9.05M in Q4 2020.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.