LFA
VOO icon

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

Lauterbach Financial 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
2026
Q2 		$442K Sell
644
-25
-4% -$16.7K 0.19% 60
2026
Q1 		$400K Sell
669
-30
-4% -$18.8K 0.2% 57
2025
Q4 		$438K Buy
699
+1
+0.1% +$621 0.21% 53
2025
Q3 		$428K Buy
698
+171
+32% +$101K 0.22% 53
2025
Q2 		$299K Sell
527
-58
-10% -$30.5K 0.16% 65
2025
Q1 		$301K Buy
+585
New +$316K 0.19% 57

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Lauterbach Financial Advisors's VOO Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q2 2026, selling an estimated $16.7K and leaving 644 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #60.

Lauterbach Financial Advisors first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 2,053 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Lauterbach Financial Advisors held 644 shares of Vanguard S&P 500 ETF worth $442K as of Q2 2026.
  • Lauterbach Financial Advisors sold 25 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard S&P 500 ETF made up 0.19% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Lauterbach Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.