Lantz Financial
VOO icon

Lantz Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Lantz Financial’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
Q3 		$208K Buy
297
+1
+0.3% +$698 0.04% 251
2026
Q2 		$204K Buy
+296
New +$197K 0.04% 256

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Lantz Financial's VOO Position: Q3 2026 in Review

Lantz Financial increased its Vanguard S&P 500 ETF (VOO) stake by 0.34% in Q3 2026, buying an estimated $698 and bringing the position to 297 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #251.

Lantz Financial first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. 1,968 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Lantz Financial held 297 shares of Vanguard S&P 500 ETF worth $208K as of Q3 2026.
  • Lantz Financial bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
  • Vanguard S&P 500 ETF made up 0.04% of Lantz Financial's portfolio in Q3 2026, its #251 holding.
  • Lantz Financial first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,968 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.