Lafayette Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Lafayette Investments’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	$433K	Hold	630	–	–	0.08%	111
2026 Q1	$377K	Hold	630	–	–	0.08%	116
2025 Q4	$395K	Hold	630	–	–	0.07%	113
2025 Q3	$386K	Hold	630	–	–	0.07%	113
2025 Q2	$358K	Buy	630 +8	+1%	+$4.2K	0.07%	117
2025 Q1	$320K	Buy	622 +2	+0.3%	+$1.08K	0.07%	118
2024 Q4	$334K	Buy	620 +10	+2%	+$5.42K	0.07%	111
2024 Q3	$322K	Buy	610 +12	+2%	+$6.1K	0.07%	112
2024 Q2	$299K	Buy	598 +3	+0.5%	+$1.44K	0.07%	109
2024 Q1	$286K	Hold	595	–	–	0.06%	111
2023 Q4	$260K	Hold	595	–	–	0.06%	110
2023 Q3	$234K	Hold	595	–	–	0.06%	110
2023 Q2	$242K	Hold	595	–	–	0.06%	109
2023 Q1	$224K	Sell	595 -123	-17%	-$45.1K	0.06%	110
2022 Q4	$252K	Sell	718 -49	-6%	-$17.3K	0.07%	102
2022 Q3	$252K	Sell	767 -90	-11%	-$32.9K	0.08%	101
2022 Q2	$297K	Hold	857	–	–	0.09%	94
2022 Q1	$356K	Buy	857 +1	+0.1%	+$409	0.09%	96
2021 Q4	$374K	Buy	856 +2	+0.2%	+$844	0.09%	97
2021 Q3	$337K	Buy	854 +1	+0.1%	+$406	0.09%	94
2021 Q2	$335K	Sell	853 -33	-4%	-$12.7K	0.09%	95
2021 Q1	$323K	Buy	+886	New	+$314K	0.1%	72

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Lafayette Investments's VOO Position: Q2 2026 in Review

Lafayette Investments held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 630 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #111.

Lafayette Investments first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Lafayette Investments held 630 shares of Vanguard S&P 500 ETF worth $433K as of Q2 2026.
Lafayette Investments left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.08% of Lafayette Investments's portfolio in Q2 2026, its #111 holding.
Lafayette Investments first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.