Lake Hills Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Lake Hills Wealth Management’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	$22.9M	Buy	33,325 +455	+1%	+$303K	10.4%	1
2026 Q1	$19.6M	Sell	32,870 -20,061	-38%	-$12.5M	10.98%	1
2025 Q4	$33.2M	Sell	52,931 -3,859	-7%	-$2.4M	17.32%	1
2025 Q3	$34.8M	Buy	56,790 +457	+0.8%	+$269K	18.57%	2
2025 Q2	$32M	Buy	56,333 +55,219	+4,957%	+$29M	18.32%	1
2025 Q1	$572K	Sell	1,114 -413	-27%	-$223K	0.4%	25
2024 Q4	$823K	Hold	1,527	–	–	0.56%	37
2024 Q3	$806K	Buy	1,527 +385	+34%	+$196K	0.54%	36
2024 Q2	$571K	Sell	1,142 -3	-0.3%	-$1.44K	0.41%	35
2024 Q1	$550K	Hold	1,145	–	–	0.49%	34
2023 Q4	$500K	Hold	1,145	–	–	0.5%	27
2023 Q3	$449K	Hold	1,145	–	–	0.45%	25
2023 Q2	$466K	Sell	1,145 -16	-1%	-$6.17K	0.51%	31
2023 Q1	$436K	Sell	1,161 -21	-2%	-$7.7K	0.46%	24
2022 Q4	$415K	Buy	+1,182	New	+$418K	0.41%	34
2022 Q3	–	Sell	-1,221	Closed	-$446K	–	54
2022 Q2	$423K	Sell	1,221 -4,008	-77%	-$1.51M	0.31%	24
2022 Q1	$2.17M	Sell	5,229 -627	-11%	-$257K	1.56%	17
2021 Q4	$2.56M	Buy	+5,856	New	+$2.47M	1.81%	18

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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Lake Hills Wealth Management's VOO Position: Q2 2026 in Review

Lake Hills Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q2 2026, buying an estimated $303K and bringing the position to 33,325 shares worth $22.9M. The position accounts for 10.4% of the portfolio, ranked #1.

Lake Hills Wealth Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $34.8M in Q3 2025. 1,973 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Lake Hills Wealth Management held 33,325 shares of Vanguard S&P 500 ETF worth $22.9M as of Q2 2026.
Lake Hills Wealth Management bought 455 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $303K.
Vanguard S&P 500 ETF made up 10.4% of Lake Hills Wealth Management's portfolio in Q2 2026, its #1 holding.
Lake Hills Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Lake Hills Wealth Management's Vanguard S&P 500 ETF position peaked at $34.8M in Q3 2025.
1,973 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.