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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
Q2 		$204K Buy
+296
New +$197K 0.04% 256

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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lantz Financial's VOO Position: Q2 2026 in Review

Lantz Financial opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 296 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #256 among its holdings.

1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Lantz Financial held 296 shares of Vanguard S&P 500 ETF worth $204K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Lantz Financial position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.04% of Lantz Financial's portfolio in Q2 2026, its #256 holding.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.