Lane & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Lane & Associates’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
2025 Q1	$910K	Buy	1,770 +271	+18%	+$146K	0.49%	41
2024 Q4	$830K	Sell	1,499 -16	-1%	-$8.67K	0.43%	47
2024 Q3	$799K	Buy	1,515 +6	+0.4%	+$3.05K	0.44%	46
2024 Q2	$755K	Buy	1,509 +38	+3%	+$18.3K	0.45%	47
2024 Q1	$707K	Buy	1,471 +19	+1%	+$8.7K	0.45%	51
2023 Q4	$634K	Buy	1,452 +200	+16%	+$81.9K	0.46%	48
2023 Q3	$492K	Sell	1,252 -108	-8%	-$44.2K	0.39%	53
2023 Q2	$554K	Sell	1,360 -125	-8%	-$48.2K	0.44%	47
2023 Q1	$558K	Buy	1,485 +131	+10%	+$48K	0.5%	45
2022 Q4	$476K	Buy	+1,354	New	+$478K	0.45%	49

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

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

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

Lane & Associates's VOO Position: Q1 2025 in Review

Lane & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q1 2025, buying an estimated $146K and bringing the position to 1,770 shares worth $910K. The position accounts for 0.49% of the portfolio, ranked #41.

Lane & Associates first reported a position in VOO in Q4 2022 and has held it in 10 quarters since. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Lane & Associates held 1,770 shares of Vanguard S&P 500 ETF worth $910K as of Q1 2025.
Lane & Associates bought 271 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $146K.
Vanguard S&P 500 ETF made up 0.49% of Lane & Associates's portfolio in Q1 2025, its #41 holding.
Lane & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.