Lakeside Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Lakeside Advisors’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 Q3	$574K	Sell	819 -579	-41%	-$404K	0.34%	45
2026 Q2	$960K	Buy	1,398 +38	+3%	+$25.3K	0.6%	32
2026 Q1	$813K	Buy	1,360 +55	+4%	+$34.4K	0.54%	33
2025 Q4	$818K	Buy	1,305 +450	+53%	+$280K	0.52%	32
2025 Q3	$524K	Buy	855 +105	+14%	+$61.9K	0.33%	39
2025 Q2	$426K	Hold	750	–	–	0.27%	42
2025 Q1	$385K	Hold	750	–	–	0.26%	47
2024 Q4	$404K	Sell	750 -650	-46%	-$352K	0.27%	45
2024 Q3	$739K	Hold	1,400	–	–	0.46%	33
2024 Q2	$700K	Hold	1,400	–	–	0.45%	34
2024 Q1	$673K	Hold	1,400	–	–	0.43%	35
2023 Q4	$612K	Hold	1,400	–	–	0.42%	35
2023 Q3	$550K	Hold	1,400	–	–	0.42%	37
2023 Q2	$570K	Hold	1,400	–	–	0.42%	35
2023 Q1	$526K	Buy	1,400 +100	+8%	+$36.7K	0.41%	35
2022 Q4	$457K	Hold	1,300	–	–	0.37%	38
2022 Q3	$427K	Hold	1,300	–	–	0.38%	38
2022 Q2	$451K	Sell	1,300 -3,380	-72%	-$1.27M	0.38%	36
2022 Q1	$1.94M	Hold	4,680	–	–	1.47%	16
2021 Q4	$2.04M	Buy	+4,680	New	+$1.98M	1.51%	15

Other funds holding VOO

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Lakeside Advisors's VOO Position: Q3 2026 in Review

Lakeside Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 41% in Q3 2026, selling an estimated $404K and leaving 819 shares worth $574K. The position accounts for 0.34% of the portfolio, ranked #45.

Lakeside Advisors first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.04M in Q4 2021. 3,327 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Lakeside Advisors held 819 shares of Vanguard S&P 500 ETF worth $574K as of Q3 2026.
Lakeside Advisors sold 579 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $404K.
Vanguard S&P 500 ETF made up 0.34% of Lakeside Advisors's portfolio in Q3 2026, its #45 holding.
Lakeside Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Vanguard S&P 500 ETF position peaked at $2.04M in Q4 2021.
3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.