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

Lockerman Financial Group’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	$656K	Sell	956 -61	-6%	-$40.7K	1%	25
2026 Q1	$608K	Hold	1,017	–	–	1.09%	25
2025 Q4	$637K	Buy	1,017 +3	+0.3%	+$1.86K	1.22%	20
2025 Q3	$621K	Buy	1,014 +11	+1%	+$6.48K	0.78%	31
2025 Q2	$570K	Buy	1,003 +64	+7%	+$33.6K	0.77%	29
2025 Q1	$483K	Sell	939 -11	-1%	-$5.95K	0.73%	37
2024 Q4	$512K	Buy	950 +390	+70%	+$211K	0.87%	32
2024 Q3	$296K	Sell	560 -48	-8%	-$24.4K	0.5%	72
2024 Q2	$304K	Sell	608 -15	-2%	-$7.22K	0.55%	63
2024 Q1	$299K	Sell	623 -47	-7%	-$21.5K	0.57%	57
2023 Q4	$293K	Sell	670 -5	-0.7%	-$2.05K	0.68%	49
2023 Q3	$265K	Sell	675 -41	-6%	-$16.8K	0.71%	52
2023 Q2	$292K	Hold	716	–	–	0.81%	42
2023 Q1	$269K	Sell	716 -75	-9%	-$27.5K	0.74%	47
2022 Q4	$278K	Buy	791 +1	+0.1%	+$353	0.81%	45
2022 Q3	$260K	Sell	790 -1	-0.1%	-$365	0.75%	42
2022 Q2	$275K	Hold	791	–	–	0.88%	37
2022 Q1	$328K	Buy	791 +12	+2%	+$4.91K	0.89%	26
2021 Q4	$339K	Buy	+779	New	+$329K	0.89%	30

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Lockerman Financial Group's VOO Position: Q2 2026 in Review

Lockerman Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 6% in Q2 2026, selling an estimated $40.7K and leaving 956 shares worth $656K. The position accounts for 1% of the portfolio, ranked #25.

Lockerman Financial Group first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Lockerman Financial Group held 956 shares of Vanguard S&P 500 ETF worth $656K as of Q2 2026.
Lockerman Financial Group sold 61 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40.7K.
Vanguard S&P 500 ETF made up 1% of Lockerman Financial Group's portfolio in Q2 2026, its #25 holding.
Lockerman Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.