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 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

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

Lyell Wealth Management's VOO Position: Q1 2026 in Review

Lyell Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.93% in Q1 2026, selling an estimated $68.2K and leaving 11,597 shares worth $6.93M. The position accounts for 0.51% of the portfolio, ranked #59.

Lyell Wealth Management first reported a position in VOO in Q1 2019 and has held it in 18 quarters since. The position peaked at $7.34M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Lyell Wealth Management held 11,597 shares of Vanguard S&P 500 ETF worth $6.93M as of Q1 2026.
Lyell Wealth Management sold 109 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $68.2K.
Vanguard S&P 500 ETF made up 0.51% of Lyell Wealth Management's portfolio in Q1 2026, its #59 holding.
Lyell Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 18 quarters since.
Lyell Wealth Management's Vanguard S&P 500 ETF position peaked at $7.34M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.