Great Lakes Retirement’s Vanguard S&P 500 ETF VOO Stock Holding History

Great Lakes Retirement’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	$1.41M	Buy	2,059 +46	+2%	+$30.7K	0.13%	142
2026 Q1	$1.2M	Sell	2,013 -284	-12%	-$178K	0.12%	146
2025 Q4	$1.44M	Buy	+2,297	New	+$1.43M	0.15%	133
2025 Q2	–	Sell	-863	Closed	-$444K	–	220
2025 Q1	$444K	Sell	863 -54	-6%	-$29.2K	0.06%	176
2024 Q4	$494K	Sell	917 -136	-13%	-$73.7K	0.06%	173
2024 Q3	$557K	Sell	1,053 -27	-3%	-$13.7K	0.07%	167
2024 Q2	$542K	Sell	1,080 -658	-38%	-$317K	0.07%	164
2024 Q1	$835K	Sell	1,738 -1,209	-41%	-$553K	0.12%	148
2023 Q4	$1.29M	Buy	+2,947	New	+$1.21M	0.21%	101
2020 Q1	$290K	Sell	1,230 -3,500	-74%	-$981K	0.13%	116
2019 Q4	$1.4M	Buy	+4,730	New	+$1.34M	0.43%	43

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Great Lakes Retirement's VOO Position: Q2 2026 in Review

Great Lakes Retirement increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, buying an estimated $30.7K and bringing the position to 2,059 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #142.

Great Lakes Retirement first reported a position in VOO in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.44M in Q4 2025. 2,074 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Great Lakes Retirement held 2,059 shares of Vanguard S&P 500 ETF worth $1.41M as of Q2 2026.
Great Lakes Retirement bought 46 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30.7K.
Vanguard S&P 500 ETF made up 0.13% of Great Lakes Retirement's portfolio in Q2 2026, its #142 holding.
Great Lakes Retirement first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 11 quarters since.
Great Lakes Retirement's Vanguard S&P 500 ETF position peaked at $1.44M in Q4 2025.
2,074 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.