LAM Group’s Vanguard S&P 500 ETF VOO Stock Holding History

LAM Group’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	$1.17M	Buy	1,710 +235	+16%	+$157K	0.58%	43
2026 Q1	$881K	Hold	1,475	–	–	0.48%	49
2025 Q4	$925K	Hold	1,475	–	–	0.53%	47
2025 Q3	$903K	Hold	1,475	–	–	0.56%	43
2025 Q2	$838K	Hold	1,475	–	–	0.56%	45
2025 Q1	$758K	Sell	1,475 -395	-21%	-$214K	0.56%	45
2024 Q4	$1.01M	Hold	1,870	–	–	0.72%	35
2024 Q3	$987K	Hold	1,870	–	–	0.7%	37
2024 Q2	$935K	Hold	1,870	–	–	0.79%	35
2024 Q1	$899K	Buy	1,870 +395	+27%	+$181K	0.73%	36
2023 Q4	$644K	Hold	1,475	–	–	0.59%	42
2023 Q3	$579K	Hold	1,475	–	–	0.57%	41
2023 Q2	$601K	Sell	1,475 -75	-5%	-$28.9K	0.56%	38
2023 Q1	$583K	Hold	1,550	–	–	0.57%	36
2022 Q4	$545K	Buy	+1,550	New	+$548K	0.56%	38

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LAM Group's VOO Position: Q2 2026 in Review

LAM Group increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $157K and bringing the position to 1,710 shares worth $1.17M. The position accounts for 0.58% of the portfolio, ranked #43.

LAM Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 831 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

LAM Group held 1,710 shares of Vanguard S&P 500 ETF worth $1.17M as of Q2 2026.
LAM Group bought 235 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $157K.
Vanguard S&P 500 ETF made up 0.58% of LAM Group's portfolio in Q2 2026, its #43 holding.
LAM Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.