Lakeside Advisors
VOOV icon

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
Q3 		$356K Hold
1,614
– – 0.21% 56
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Zhang Financial
Zhang Financial Portage, Michigan $3.58B AUM 15.52% 1-Year Est. Return

Lakeside Advisors's VOOV Position: Q3 2026 in Review

Lakeside Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q3 2026 at 1,614 shares worth $356K. The position accounts for 0.21% of the portfolio, ranked #56.

Lakeside Advisors first reported a position in VOOV in Q4 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

  • Lakeside Advisors held 1,614 shares of Vanguard S&P 500 Value ETF worth $356K as of Q3 2026.
  • Lakeside Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 Value ETF made up 0.21% of Lakeside Advisors's portfolio in Q3 2026, its #56 holding.
  • Lakeside Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

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