LFP
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Lakeshore Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Lakeshore Financial Planning’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 		$23.7M Buy
34,551
+3,748
+12% +$2.5M 7.64% 4
2026
Q1 		$18.4M Sell
30,803
-6,136
-17% -$3.84M 6.67% 5
2025
Q4 		$23.2M Buy
36,939
+1,274
+4% +$792K 8.28% 4
2025
Q3 		$21.8M Sell
35,665
-1,408
-4% -$830K 8.11% 4
2025
Q2 		$21.1M Buy
37,073
+270
+0.7% +$142K 8.46% 4
2025
Q1 		$18.9M Sell
36,803
-87
-0.2% -$47K 7.88% 4
2024
Q4 		$19.9M Buy
36,890
+944
+3% +$511K 8.48% 4
2024
Q3 		$19M Buy
35,946
+2,416
+7% +$1.23M 8.36% 2
2024
Q2 		$16.8M Buy
33,530
+123
+0.4% +$59.2K 8.19% 3
2024
Q1 		$16.1M Sell
33,407
-80
-0.2% -$36.6K 8.13% 5
2023
Q4 		$14.6M Sell
33,487
-89
-0.3% -$36.4K 8.13% 6
2023
Q3 		$13.2M Buy
+33,576
New +$13.7M 7.52% 6

Other funds holding VOO

AssetMark Inc
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
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
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

Lakeshore Financial Planning's VOO Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $2.5M and bringing the position to 34,551 shares worth $23.7M. The position accounts for 7.64% of the portfolio, ranked #4.

Lakeshore Financial Planning first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Lakeshore Financial Planning held 34,551 shares of Vanguard S&P 500 ETF worth $23.7M as of Q2 2026.
  • Lakeshore Financial Planning bought 3,748 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.5M.
  • Vanguard S&P 500 ETF made up 7.64% of Lakeshore Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Lakeshore Financial Planning first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.