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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Lakeside Advisors's VOO Position: Q1 2026 in Review

Lakeside Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.2% in Q1 2026, buying an estimated $34.4K and bringing the position to 1,360 shares worth $813K. The position accounts for 0.54% of the portfolio, ranked #33.

Lakeside Advisors first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Lakeside Advisors held 1,360 shares of Vanguard S&P 500 ETF worth $813K as of Q1 2026.
Lakeside Advisors bought 55 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $34.4K.
Vanguard S&P 500 ETF made up 0.54% of Lakeside Advisors's portfolio in Q1 2026, its #33 holding.
Lakeside Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Lakeside Advisors's Vanguard S&P 500 ETF position peaked at $2.04M in Q4 2021.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Lakeside Advisors's 13F filing for Q1 2026, filed 1 May 2026.