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

Lighthouse 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 Q3	$1.11M	Buy	1,584 +590	+59%	+$412K	0.5%	36
2026 Q2	$683K	Sell	994 -20	-2%	-$13.3K	0.35%	40
2026 Q1	$606K	Buy	1,014 +52	+5%	+$32.5K	0.37%	39
2025 Q4	$603K	Hold	962	–	–	0.39%	34
2025 Q3	$589K	Sell	962 -101	-10%	-$59.5K	0.39%	39
2025 Q2	$604K	Buy	1,063 +201	+23%	+$106K	0.46%	36
2025 Q1	$443K	Hold	862	–	–	0.38%	41
2024 Q4	$464K	Buy	+862	New	+$467K	0.38%	42

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Lighthouse Financial's VOO Position: Q3 2026 in Review

Lighthouse Financial increased its Vanguard S&P 500 ETF (VOO) stake by 59% in Q3 2026, buying an estimated $412K and bringing the position to 1,584 shares worth $1.11M. The position accounts for 0.5% of the portfolio, ranked #36.

Lighthouse Financial first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Lighthouse Financial held 1,584 shares of Vanguard S&P 500 ETF worth $1.11M as of Q3 2026.
Lighthouse Financial bought 590 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $412K.
Vanguard S&P 500 ETF made up 0.5% of Lighthouse Financial's portfolio in Q3 2026, its #36 holding.
Lighthouse Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.