LFG Wealth Partners
VOO icon

LFG Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

LFG Wealth Partners’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
Q3 		$2.64M Sell
3,760
-89
-2% -$62.2K 1.1% 26
2026
Q2 		$2.64M Buy
3,849
+1,016
+36% +$677K 1.24% 28
2026
Q1 		$1.69M Buy
2,833
+351
+14% +$220K 1.02% 33
2025
Q4 		$1.56M Buy
+2,482
New +$1.54M 0.99% 30

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Citigroup
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National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

LFG Wealth Partners's VOO Position: Q3 2026 in Review

LFG Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q3 2026, selling an estimated $62.2K and leaving 3,760 shares worth $2.64M. The position accounts for 1.1% of the portfolio, ranked #26.

LFG Wealth Partners first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.64M in Q2 2026. 2,515 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • LFG Wealth Partners held 3,760 shares of Vanguard S&P 500 ETF worth $2.64M as of Q3 2026.
  • LFG Wealth Partners sold 89 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $62.2K.
  • Vanguard S&P 500 ETF made up 1.1% of LFG Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • LFG Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • LFG Wealth Partners's Vanguard S&P 500 ETF position peaked at $2.64M in Q2 2026.
  • 2,515 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.