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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
2022
Q4 		– Sell
-1,182
Closed -$388K – 67
2022
Q3 		$388K Buy
+1,182
New +$432K 0.35% 27

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 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. 2,272 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.
  • 2,272 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.