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Lee-Kelleher Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Lee-Kelleher Wealth 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 		$3.64M Sell
5,296
-68
-1% -$45.3K 1.9% 11
2026
Q1 		$3.21M Sell
5,364
-95
-2% -$59.4K 1.91% 12
2025
Q4 		$3.42M Sell
5,459
-61
-1% -$37.9K 2.04% 12
2025
Q3 		$3.38M Sell
5,520
-217
-4% -$128K 2.08% 13
2025
Q2 		$3.26M Sell
5,737
-250
-4% -$131K 2.17% 12
2025
Q1 		$3.08M Sell
5,987
-26
-0.4% -$14.1K 2.26% 12
2024
Q4 		$3.24M Buy
+6,013
New +$3.26M 2.31% 12

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

Lee-Kelleher Wealth Management's VOO Position: Q2 2026 in Review

Lee-Kelleher Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, selling an estimated $45.3K and leaving 5,296 shares worth $3.64M. The position accounts for 1.9% of the portfolio, ranked #11.

Lee-Kelleher Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,064 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Lee-Kelleher Wealth Management held 5,296 shares of Vanguard S&P 500 ETF worth $3.64M as of Q2 2026.
  • Lee-Kelleher Wealth Management sold 68 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $45.3K.
  • Vanguard S&P 500 ETF made up 1.9% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.