LWA
VOO icon

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

Ledgewood 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
2026
Q2 		$5.81M Buy
8,459
+6
+0.1% +$4K 3.08% 13
2026
Q1 		$5.05M Sell
8,453
-21
-0.2% -$13.1K 2.84% 11
2025
Q4 		$5.31M Sell
8,474
-253
-3% -$157K 3.06% 11
2025
Q3 		$5.34M Sell
8,727
-6
-0.1% -$3.54K 3.16% 11
2025
Q2 		$4.96M Buy
8,733
+4
+0% +$2.1K 3.13% 11
2025
Q1 		$4.49M Buy
8,729
+39
+0.4% +$21.1K 2.89% 11
2024
Q4 		$4.68M Buy
8,690
+1
+0% +$542 3.02% 12
2024
Q3 		$4.58M Buy
8,689
+1
+0% +$508 3.09% 12
2024
Q2 		$4.35M Buy
8,688
+18
+0.2% +$8.66K 3.75% 10
2024
Q1 		$4.17M Sell
8,670
-33
-0.4% -$15.1K 3.87% 9
2023
Q4 		$3.8M Buy
+8,703
New +$3.56M 3.51% 8

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ledgewood Wealth Advisors's VOO Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.07% in Q2 2026, buying an estimated $4K and bringing the position to 8,459 shares worth $5.81M. The position accounts for 3.08% of the portfolio, ranked #13.

Ledgewood Wealth Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ledgewood Wealth Advisors held 8,459 shares of Vanguard S&P 500 ETF worth $5.81M as of Q2 2026.
  • Ledgewood Wealth Advisors bought 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
  • Vanguard S&P 500 ETF made up 3.08% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Ledgewood Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.