Moody Lynn & Lieberson’s Vanguard S&P 500 ETF VOO Stock Holding History

Moody Lynn & Lieberson’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	$892K	Sell	1,492 -14	-0.9%	-$8.76K	0.05%	123
2025 Q4	$944K	Buy	1,506 +148	+11%	+$92K	0.05%	123
2025 Q3	$832K	Sell	1,358 -74	-5%	-$43.6K	0.04%	130
2025 Q2	$813K	Sell	1,432 -106	-7%	-$55.7K	0.05%	134
2025 Q1	$790K	Sell	1,538 -7	-0.5%	-$3.78K	0.05%	134
2024 Q4	$832K	Buy	1,545 +60	+4%	+$32.5K	0.05%	128
2024 Q3	$784K	Sell	1,485 -10	-0.7%	-$5.08K	0.05%	144
2024 Q2	$748K	Sell	1,495 -105	-7%	-$50.5K	0.05%	135
2024 Q1	$769K	Sell	1,600 -16	-1%	-$7.32K	0.05%	131
2023 Q4	$706K	Hold	1,616	–	–	0.05%	135
2023 Q3	$635K	Hold	1,616	–	–	0.05%	130
2023 Q2	$658K	Buy	1,616 +10	+0.6%	+$3.86K	0.05%	132
2023 Q1	$604K	Hold	1,606	–	–	0.05%	138
2022 Q4	$564K	Buy	+1,606	New	+$567K	0.05%	146

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

Moody Lynn & Lieberson's VOO Position: Q1 2026 in Review

Moody Lynn & Lieberson reduced its Vanguard S&P 500 ETF (VOO) stake by 0.93% in Q1 2026, selling an estimated $8.76K and leaving 1,492 shares worth $892K. The position accounts for 0.05% of the portfolio, ranked #123.

Moody Lynn & Lieberson first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $944K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Moody Lynn & Lieberson held 1,492 shares of Vanguard S&P 500 ETF worth $892K as of Q1 2026.
Moody Lynn & Lieberson sold 14 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.76K.
Vanguard S&P 500 ETF made up 0.05% of Moody Lynn & Lieberson's portfolio in Q1 2026, its #123 holding.
Moody Lynn & Lieberson first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Moody Lynn & Lieberson's Vanguard S&P 500 ETF position peaked at $944K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.