LA
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Lakeside Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Lakeside Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Hold
1,614
– – 0.22% 53
2026
Q1 		$329K Hold
1,614
– – 0.22% 52
2025
Q4 		$331K Buy
+1,614
New +$327K 0.21% 52

Other funds holding VOOV

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Lakeside Advisors's VOOV Position: Q2 2026 in Review

Lakeside Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,614 shares worth $354K. The position accounts for 0.22% of the portfolio, ranked #53.

Lakeside Advisors first reported a position in VOOV in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Lakeside Advisors held 1,614 shares of Vanguard S&P 500 Value ETF worth $354K as of Q2 2026.
  • Lakeside Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Value ETF made up 0.22% of Lakeside Advisors's portfolio in Q2 2026, its #53 holding.
  • Lakeside Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.