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J. Derek Lewis & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

J. Derek Lewis & Associates’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 		$3.58M Buy
5,216
+568
+12% +$379K 0.68% 27
2026
Q1 		$2.78M Buy
4,648
+402
+9% +$251K 0.62% 30
2025
Q4 		$2.66M Buy
+4,246
New +$2.64M 0.62% 32

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

J. Derek Lewis & Associates's VOO Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $379K and bringing the position to 5,216 shares worth $3.58M. The position accounts for 0.68% of the portfolio, ranked #27.

J. Derek Lewis & Associates first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • J. Derek Lewis & Associates held 5,216 shares of Vanguard S&P 500 ETF worth $3.58M as of Q2 2026.
  • J. Derek Lewis & Associates bought 568 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $379K.
  • Vanguard S&P 500 ETF made up 0.68% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #27 holding.
  • J. Derek Lewis & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.