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TLWM Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

TLWM Financial’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 		$2.38M Buy
3,460
+249
+8% +$166K 0.39% 22
2026
Q1 		$1.92M Buy
3,211
+322
+11% +$201K 0.35% 23
2025
Q4 		$1.81M Buy
2,889
+235
+9% +$146K 0.33% 28
2025
Q3 		$1.63M Buy
2,654
+385
+17% +$227K 0.29% 29
2025
Q2 		$1.29M Buy
2,269
+223
+11% +$117K 0.24% 36
2025
Q1 		$1.05M Buy
2,046
+114
+6% +$61.6K 0.21% 42
2024
Q4 		$1.04M Buy
1,932
+120
+7% +$65K 0.2% 42
2024
Q3 		$956K Buy
1,812
+209
+13% +$106K 0.19% 45
2024
Q2 		$802K Buy
1,603
+234
+17% +$113K 0.17% 50
2024
Q1 		$658K Buy
1,369
+354
+35% +$162K 0.15% 53
2023
Q4 		$443K Buy
1,015
+181
+22% +$74.1K 0.1% 61
2023
Q3 		$328K Buy
834
+334
+67% +$137K 0.09% 65
2023
Q2 		$204K Buy
+500
New +$193K 0.06% 65

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TLWM Financial's VOO Position: Q2 2026 in Review

TLWM Financial increased its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q2 2026, buying an estimated $166K and bringing the position to 3,460 shares worth $2.38M. The position accounts for 0.39% of the portfolio, ranked #22.

TLWM Financial first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • TLWM Financial held 3,460 shares of Vanguard S&P 500 ETF worth $2.38M as of Q2 2026.
  • TLWM Financial bought 249 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $166K.
  • Vanguard S&P 500 ETF made up 0.39% of TLWM Financial's portfolio in Q2 2026, its #22 holding.
  • TLWM Financial first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.