Lyell Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Lyell Wealth 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 Q3	$10M	Buy	14,287 +1,588	+13%	+$1.11M	0.59%	50
2026 Q2	$8.72M	Buy	12,699 +1,102	+10%	+$735K	0.54%	54
2026 Q1	$6.93M	Sell	11,597 -109	-0.9%	-$68.2K	0.51%	59
2025 Q4	$7.34M	Buy	11,706 +876	+8%	+$544K	0.53%	61
2025 Q3	$6.63M	Buy	10,830 +1,117	+12%	+$658K	0.49%	61
2025 Q2	$5.52M	Buy	9,713 +5,676	+141%	+$2.98M	0.44%	66
2025 Q1	$2.07M	Buy	4,037 +1,483	+58%	+$802K	0.19%	92
2024 Q4	$1.38M	Sell	2,554 -528	-17%	-$286K	0.12%	105
2024 Q3	$1.63M	Buy	3,082 +2,211	+254%	+$1.12M	0.15%	101
2024 Q2	$435K	Buy	+871	New	+$419K	0.04%	146
2022 Q1	–	Sell	-767	Closed	-$335K	–	204
2021 Q4	$335K	Hold	767	–	–	0.04%	159
2021 Q3	$304K	Hold	767	–	–	0.04%	157
2021 Q2	$303K	Buy	+767	New	+$294K	0.04%	162
2020 Q4	–	Sell	-856	Closed	-$265K	–	161
2020 Q3	$265K	Buy	856 +4	+0.5%	+$1.22K	0.05%	117
2020 Q2	$243K	Hold	852	–	–	0.05%	112
2020 Q1	$202K	Buy	852 +4	+0.5%	+$1.12K	0.06%	118
2019 Q4	$251K	Buy	848 +2	+0.2%	+$566	0.07%	115
2019 Q3	$232K	Hold	846	–	–	0.07%	111
2019 Q2	$229K	Hold	846	–	–	0.07%	115
2019 Q1	$220K	Buy	+846	New	+$211K	0.07%	112

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Lyell Wealth Management's VOO Position: Q3 2026 in Review

Lyell Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2026, buying an estimated $1.11M and bringing the position to 14,287 shares worth $10M. The position accounts for 0.59% of the portfolio, ranked #50.

Lyell Wealth Management first reported a position in VOO in Q1 2019 and has held it in 20 quarters since. 2,505 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Lyell Wealth Management held 14,287 shares of Vanguard S&P 500 ETF worth $10M as of Q3 2026.
Lyell Wealth Management bought 1,588 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.11M.
Vanguard S&P 500 ETF made up 0.59% of Lyell Wealth Management's portfolio in Q3 2026, its #50 holding.
Lyell Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 20 quarters since.
2,505 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.