LA
VOO icon

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

LWM 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
2025
Q4 		– Sell
-358
Closed -$219K – 30
2025
Q3 		$219K Sell
358
-44
-11% -$25.9K 0.2% 29
2025
Q2 		$228K Hold
402
– – 0.22% 28
2025
Q1 		$209K Buy
402
+16
+4% +$8.65K 0.21% 27
2024
Q4 		$208K Buy
+386
New +$209K 0.21% 25

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LWM Advisors's VOO Position: Q4 2025 in Review

LWM Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 358 shares — an estimated $219K sold.

LWM Advisors first reported a position in VOO in Q4 2024 and held it in 4 quarters. The position peaked at $228K in Q2 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • LWM Advisors reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • LWM Advisors sold 358 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $219K.
  • LWM Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 4 quarters.
  • LWM Advisors's Vanguard S&P 500 ETF position peaked at $228K in Q2 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on LWM Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.