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Lake Street Advisors Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$107M Buy
197,915
+6,271
+3% +$3.4M 4.91% 3
2024
Q3 		$101M Buy
191,644
+3,916
+2% +$1.99M 4.68% 4
2024
Q2 		$94.2M Buy
187,728
+23,767
+14% +$11.4M 4.53% 4
2024
Q1 		$78.8M Buy
163,961
+11,706
+8% +$5.36M 3.68% 4
2023
Q4 		$66.5M Sell
152,255
-13,016
-8% -$5.33M 3.34% 4
2023
Q3 		$64.9M Sell
165,271
-2,579
-2% -$1.05M 3.86% 4
2023
Q2 		$68.4M Buy
167,850
+8,380
+5% +$3.23M 3.78% 4
2023
Q1 		$60M Sell
159,470
-448
-0.3% -$164K 3.71% 4
2022
Q4 		$56.2M Buy
159,918
+10,180
+7% +$3.6M 3.7% 4
2022
Q3 		$49.2M Sell
149,738
-14,991
-9% -$5.48M 3.57% 7
2022
Q2 		$57.1M Sell
164,729
-13,758
-8% -$5.18M 4.07% 4
2022
Q1 		$74.1M Buy
178,487
+13,018
+8% +$5.33M 4.72% 4
2021
Q4 		$72.2M Buy
+165,469
New +$69.8M 4.56% 5
2021
Q3 		– Sell
-146,403
Closed -$59.9M – 424
2021
Q2 		$59.9M Buy
146,403
+27,728
+23% +$10.6M 4.42% 7
2021
Q1 		$43.2M Sell
118,675
-3,329
-3% -$1.18M 3.52% 11
2020
Q4 		$41.9M Buy
122,004
+2,176
+2% +$709K 3.47% 11
2020
Q3 		$36.9M Sell
119,828
-193
-0.2% -$58.8K 3.48% 11
2020
Q2 		$34M Buy
120,021
+39,860
+50% +$10.7M 3.45% 11
2020
Q1 		$19M Buy
80,161
+29,932
+60% +$8.39M 2.36% 11
2019
Q4 		$14.9M Buy
50,229
+13,659
+37% +$3.86M 1.46% 18
2019
Q3 		$9.43M Buy
36,570
+2,195
+6% +$596K 1.02% 21
2019
Q2 		$9.25M Buy
34,375
+5,847
+20% +$1.55M 0.98% 20
2019
Q1 		$7.4M Buy
28,528
+7,784
+38% +$1.94M 0.78% 22
2018
Q4 		$4.77M Sell
20,744
-278
-1% -$68.9K 0.58% 23
2018
Q3 		$5.61M Buy
21,022
+428
+2% +$112K 0.62% 23
2018
Q2 		$5.14M Buy
20,594
+3,216
+19% +$798K 0.51% 25
2018
Q1 		$4.21M Sell
17,378
-5,386
-24% -$1.35M 0.47% 26
2017
Q4 		$5.58M Buy
+22,764
New +$5.44M 0.63% 18

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Lake Street Advisors Group's VOO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q4 2024, buying an estimated $3.4M and bringing the position to 197,915 shares worth $107M. The position accounts for 4.91% of the portfolio, ranked #3.

Lake Street Advisors Group first reported a position in VOO in Q4 2017 and has held it in 28 quarters since. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Lake Street Advisors Group held 197,915 shares of Vanguard S&P 500 ETF worth $107M as of Q4 2024.
  • Lake Street Advisors Group bought 6,271 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $3.4M.
  • Vanguard S&P 500 ETF made up 4.91% of Lake Street Advisors Group's portfolio in Q4 2024, its #3 holding.
  • Lake Street Advisors Group first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 28 quarters since.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.