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Lantern Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Lantern Wealth 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
2025
Q3 		– Sell
-499
Closed -$283K – 172
2025
Q2 		$283K Buy
+499
New +$262K 0.17% 117
2024
Q4 		$257K Buy
477
+3
+0.6% +$1.63K 0.17% 110
2024
Q3 		$250K Buy
474
+1
+0.2% +$508 0.17% 111
2024
Q2 		$236K Hold
473
– – 0.17% 111
2024
Q1 		$227K Buy
+473
New +$216K 0.16% 116

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lantern Wealth Advisors's VOO Position: Q3 2025 in Review

Lantern Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2025, closing a stake of 499 shares — an estimated $283K sold.

Lantern Wealth Advisors first reported a position in VOO in Q1 2024 and held it in 5 quarters. The position peaked at $283K in Q2 2025. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Lantern Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Lantern Wealth Advisors sold 499 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $283K.
  • Lantern Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and held it in 5 quarters.
  • Lantern Wealth Advisors's Vanguard S&P 500 ETF position peaked at $283K in Q2 2025.
  • 3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Lantern Wealth Advisors's 13F filing for Q3 2025, filed 26 Nov 2025.