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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

LWM Advisory Services's VOO Position: Q1 2026 in Review

LWM Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 17% in Q1 2026, selling an estimated $61.3K and leaving 489 shares worth $292K. The position accounts for 0.31% of the portfolio, ranked #66.

LWM Advisory Services first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. The position peaked at $471K in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

LWM Advisory Services held 489 shares of Vanguard S&P 500 ETF worth $292K as of Q1 2026.
LWM Advisory Services sold 98 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $61.3K.
Vanguard S&P 500 ETF made up 0.31% of LWM Advisory Services's portfolio in Q1 2026, its #66 holding.
LWM Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
LWM Advisory Services's Vanguard S&P 500 ETF position peaked at $471K in Q4 2021.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.