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

Lakeridge 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	$907K	Sell	1,321 -46	-3%	-$30.7K	0.33%	60
2026 Q1	$817K	Buy	1,367 +76	+6%	+$47.5K	0.35%	58
2025 Q4	$809K	Buy	1,291 +5	+0.4%	+$3.11K	0.37%	50
2025 Q3	$788K	Buy	1,286 +48	+4%	+$28.3K	0.35%	48
2025 Q2	$703K	Buy	1,238 +72	+6%	+$37.8K	0.32%	53
2025 Q1	$599K	Sell	1,166 -13	-1%	-$7.03K	0.3%	63
2024 Q4	$635K	Buy	1,179 +2	+0.2%	+$1.08K	0.33%	59
2024 Q3	$621K	Sell	1,177 -388	-25%	-$197K	0.34%	57
2024 Q2	$783K	Buy	1,565 +231	+17%	+$111K	0.47%	41
2024 Q1	$641K	Buy	1,334 +395	+42%	+$181K	0.42%	48
2023 Q4	$410K	Buy	+939	New	+$384K	0.3%	69

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

Lakeridge Wealth Management's VOO Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q2 2026, selling an estimated $30.7K and leaving 1,321 shares worth $907K. The position accounts for 0.33% of the portfolio, ranked #60.

Lakeridge Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Lakeridge Wealth Management held 1,321 shares of Vanguard S&P 500 ETF worth $907K as of Q2 2026.
Lakeridge Wealth Management sold 46 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30.7K.
Vanguard S&P 500 ETF made up 0.33% of Lakeridge Wealth Management's portfolio in Q2 2026, its #60 holding.
Lakeridge Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.