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Lazari Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Lazari Capital Management’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 		$870K Buy
1,267
+35
+3% +$23.3K 0.27% 67
2026
Q1 		$736K Buy
1,232
+273
+28% +$171K 0.26% 69
2025
Q4 		$601K Buy
959
+159
+20% +$98.8K 0.2% 79
2025
Q3 		$490K Sell
800
-53
-6% -$31.2K 0.17% 87
2025
Q2 		$484K Buy
853
+60
+8% +$31.5K 0.18% 80
2025
Q1 		$407K Buy
793
+113
+17% +$61.1K 0.17% 88
2024
Q4 		$367K Buy
680
+58
+9% +$31.4K 0.15% 89
2024
Q3 		$328K Buy
622
+14
+2% +$7.12K 0.14% 93
2024
Q2 		$304K Buy
608
+61
+11% +$29.4K 0.14% 99
2024
Q1 		$263K Buy
547
+5
+0.9% +$2.29K 0.14% 83
2023
Q4 		$237K Sell
542
-47
-8% -$19.2K 0.14% 92
2023
Q3 		$231K Sell
589
-70
-11% -$28.6K 0.14% 93
2023
Q2 		$269K Buy
+659
New +$254K 0.15% 93

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Lazari Capital Management's VOO Position: Q2 2026 in Review

Lazari Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,267 shares worth $870K. The position accounts for 0.27% of the portfolio, ranked #67.

Lazari Capital Management first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Lazari Capital Management held 1,267 shares of Vanguard S&P 500 ETF worth $870K as of Q2 2026.
  • Lazari Capital Management bought 35 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard S&P 500 ETF made up 0.27% of Lazari Capital Management's portfolio in Q2 2026, its #67 holding.
  • Lazari Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.