LJAC
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L.J. Altfest & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

L.J. Altfest & Co’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 		$550K Buy
921
+125
+16% +$78.2K 0.06% 215
2025
Q4 		$499K Buy
796
+234
+42% +$145K 0.05% 227
2025
Q3 		$344K Sell
562
-732
-57% -$431K 0.04% 266
2025
Q2 		$735K Buy
1,294
+89
+7% +$46.8K 0.09% 163
2025
Q1 		$619K Sell
1,205
-101
-8% -$54.6K 0.08% 179
2024
Q4 		$704K Sell
1,306
-1,565
-55% -$848K 0.09% 159
2024
Q3 		$1.51M Buy
2,871
+2,260
+370% +$1.15M 0.2% 85
2024
Q2 		$306K Buy
611
+3
+0.5% +$1.44K 0.04% 253
2024
Q1 		$292K Buy
608
+11
+2% +$5.03K 0.04% 266
2023
Q4 		$261K Buy
597
+1
+0.2% +$409 0.04% 265
2023
Q3 		$234K Sell
596
-20
-3% -$8.18K 0.04% 271
2023
Q2 		$251K Buy
616
+2
+0.3% +$772 0.04% 264
2023
Q1 		$231K Sell
614
-49
-7% -$18K 0.04% 252
2022
Q4 		$233K Sell
663
-494
-43% -$175K 0.04% 234
2022
Q3 		$380K Buy
1,157
+4
+0.3% +$1.46K 0.07% 174
2022
Q2 		$400K Buy
1,153
+93
+9% +$35K 0.07% 171
2022
Q1 		$440K Sell
1,060
-12
-1% -$4.91K 0.08% 162
2021
Q4 		$468K Buy
1,072
+31
+3% +$13.1K 0.09% 160
2021
Q3 		$411K Buy
1,041
+403
+63% +$164K 0.09% 161
2021
Q2 		$251K Buy
638
+3
+0.5% +$1.15K 0.05% 230
2021
Q1 		$231K Buy
+635
New +$225K 0.05% 243

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

L.J. Altfest & Co's VOO Position: Q1 2026 in Review

L.J. Altfest & Co increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, buying an estimated $78.2K and bringing the position to 921 shares worth $550K. The position accounts for 0.06% of the portfolio, ranked #215.

L.J. Altfest & Co first reported a position in VOO in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.51M in Q3 2024. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • L.J. Altfest & Co held 921 shares of Vanguard S&P 500 ETF worth $550K as of Q1 2026.
  • L.J. Altfest & Co bought 125 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $78.2K.
  • Vanguard S&P 500 ETF made up 0.06% of L.J. Altfest & Co's portfolio in Q1 2026, its #215 holding.
  • L.J. Altfest & Co first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • L.J. Altfest & Co's Vanguard S&P 500 ETF position peaked at $1.51M in Q3 2024.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.