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

LWM Advisory Services’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	$336K	Hold	489	–	–	0.6%	53
2026 Q1	$292K	Sell	489 -98	-17%	-$61.3K	0.31%	66
2025 Q4	$368K	Hold	587	–	–	0.22%	63
2025 Q3	$359K	Hold	587	–	–	0.21%	74
2025 Q2	$333K	Hold	587	–	–	0.23%	75
2025 Q1	$302K	Buy	587 +98	+20%	+$53K	0.21%	82
2024 Q4	$263K	Hold	489	–	–	0.18%	84
2024 Q3	$258K	Hold	489	–	–	0.19%	81
2024 Q2	$245K	Hold	489	–	–	0.21%	73
2024 Q1	$235K	Buy	+489	New	+$224K	0.19%	82
2023 Q2	–	Sell	-959	Closed	-$361K	–	85
2023 Q1	$361K	Buy	959 +72	+8%	+$26.4K	0.39%	54
2022 Q4	$312K	Buy	887 +5	+0.6%	+$1.77K	0.34%	60
2022 Q3	$289K	Buy	882 +3	+0.3%	+$1.1K	0.33%	85
2022 Q2	$305K	Sell	879 -51	-5%	-$19.2K	0.37%	81
2022 Q1	$386K	Sell	930 -149	-14%	-$61K	0.48%	63
2021 Q4	$471K	Buy	+1,079	New	+$455K	0.58%	49

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

LWM Advisory Services's VOO Position: Q2 2026 in Review

LWM Advisory Services held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 489 shares worth $336K. The position accounts for 0.6% of the portfolio, ranked #53.

LWM Advisory Services first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $471K in Q4 2021. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

LWM Advisory Services held 489 shares of Vanguard S&P 500 ETF worth $336K as of Q2 2026.
LWM Advisory Services left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.6% of LWM Advisory Services's portfolio in Q2 2026, its #53 holding.
LWM Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
LWM Advisory Services's Vanguard S&P 500 ETF position peaked at $471K in Q4 2021.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.