GER Loftin Wealth Advisors LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

GER Loftin Wealth Advisors LLC’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	$23.4M	Buy	+33,444	New	+$23.4M	7.45%	2

Other funds holding VOO

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's VOO Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 33,444 shares worth $23.4M. The stake represents 7.45% of the portfolio and ranks #2 among its holdings.

3,255 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

GER Loftin Wealth Advisors LLC held 33,444 shares of Vanguard S&P 500 ETF worth $23.4M as of Q3 2026.
Vanguard S&P 500 ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Vanguard S&P 500 ETF made up 7.45% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #2 holding.
3,255 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.