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

LifeSteps Financial’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	$666K	Hold	969	–	–	0.31%	52
2026 Q1	$579K	Hold	969	–	–	0.37%	47
2025 Q4	$608K	Hold	969	–	–	0.39%	42
2025 Q3	$593K	Sell	969 -19	-2%	-$11.2K	0.38%	43
2025 Q2	$561K	Hold	988	–	–	0.39%	45
2025 Q1	$508K	Hold	988	–	–	0.41%	47
2024 Q4	$532K	Buy	988 +19	+2%	+$10.3K	0.41%	45
2024 Q3	$511K	Hold	969	–	–	0.4%	49
2024 Q2	$485K	Hold	969	–	–	0.4%	48
2024 Q1	$466K	Hold	969	–	–	0.35%	48
2023 Q4	$423K	Buy	969 +17	+2%	+$6.96K	0.38%	48
2023 Q3	$374K	Buy	+952	New	+$389K	0.38%	46

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LifeSteps Financial's VOO Position: Q2 2026 in Review

LifeSteps Financial held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 969 shares worth $666K. The position accounts for 0.31% of the portfolio, ranked #52.

LifeSteps Financial first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

LifeSteps Financial held 969 shares of Vanguard S&P 500 ETF worth $666K as of Q2 2026.
LifeSteps Financial left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.31% of LifeSteps Financial's portfolio in Q2 2026, its #52 holding.
LifeSteps Financial first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.