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LifeGuide Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

LifeGuide Financial 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 		$3.46M Buy
5,031
+667
+15% +$445K 0.98% 14
2026
Q1 		$2.61M Sell
4,364
-15
-0.3% -$9.38K 0.83% 15
2025
Q4 		$2.75M Sell
4,379
-532
-11% -$331K 0.91% 14
2025
Q3 		$2.79M Buy
4,911
+7
+0.1% +$4.13K 1.03% 14
2025
Q2 		$2.79M Buy
4,904
+199
+4% +$105K 1.03% 14
2025
Q1 		$2.42M Buy
4,705
+77
+2% +$41.6K 0.99% 12
2024
Q4 		$2.49M Buy
4,628
+137
+3% +$74.2K 1.07% 11
2024
Q3 		$2.37M Buy
4,491
+15
+0.3% +$7.63K 1.01% 11
2024
Q2 		$2.24M Buy
4,476
+374
+9% +$180K 1.09% 11
2024
Q1 		$1.97M Buy
4,102
+113
+3% +$51.7K 0.99% 11
2023
Q4 		$1.74M Sell
3,989
-951
-19% -$389K 0.92% 14
2023
Q3 		$1.94M Buy
4,940
+142
+3% +$58.1K 1.13% 12
2023
Q2 		$1.95M Buy
4,798
+680
+17% +$262K 1.32% 10
2023
Q1 		$1.55M Hold
4,118
– – 1.25% 7
2022
Q4 		$1.45M Buy
4,118
+332
+9% +$117K 1.25% 7
2022
Q3 		$1.24M Buy
3,786
+663
+21% +$242K 1.22% 8
2022
Q2 		$1.08M Buy
3,123
+716
+30% +$270K 0.99% 11
2022
Q1 		$999K Hold
2,407
– – 0.77% 14
2021
Q4 		$1.05M Buy
+2,407
New +$1.02M 0.78% 13

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

LifeGuide Financial Advisors's VOO Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $445K and bringing the position to 5,031 shares worth $3.46M. The position accounts for 0.98% of the portfolio, ranked #14.

LifeGuide Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • LifeGuide Financial Advisors held 5,031 shares of Vanguard S&P 500 ETF worth $3.46M as of Q2 2026.
  • LifeGuide Financial Advisors bought 667 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $445K.
  • Vanguard S&P 500 ETF made up 0.98% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • LifeGuide Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.