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

LifeGoal 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 		$2.02M Sell
2,944
-2
-0.1% -$1.33K 0.93% 22
2026
Q1 		$1.77M Sell
2,946
-7
-0.2% -$4.38K 1.02% 17
2025
Q4 		$1.85M Buy
2,953
+1,534
+108% +$953K 1.23% 17
2025
Q3 		$869K Sell
1,419
-176
-11% -$104K 0.72% 32
2025
Q2 		$906K Sell
1,595
-1,354
-46% -$712K 0.86% 27
2025
Q1 		$1.42M Sell
2,949
-173
-6% -$93.5K 1.53% 17
2024
Q4 		$1.68M Buy
+3,122
New +$1.69M 1.83% 17

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

LifeGoal Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.07% in Q2 2026, selling an estimated $1.33K and leaving 2,944 shares worth $2.02M. The position accounts for 0.93% of the portfolio, ranked #22.

LifeGoal Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • LifeGoal Wealth Advisors held 2,944 shares of Vanguard S&P 500 ETF worth $2.02M as of Q2 2026.
  • LifeGoal Wealth Advisors sold 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard S&P 500 ETF made up 0.93% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • LifeGoal Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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