Lodestar Private Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Lodestar Private Asset Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$274K	Hold	1,250	–	–	0.02%	200
2026 Q1	$255K	Hold	1,250	–	–	0.03%	207
2025 Q4	$256K	Hold	1,250	–	–	0.03%	203
2025 Q3	$249K	Hold	1,250	–	–	0.03%	205
2025 Q2	$236K	Hold	1,250	–	–	0.03%	209
2025 Q1	$230K	Hold	1,250	–	–	0.03%	202
2024 Q4	$231K	Hold	1,250	–	–	0.03%	203
2024 Q3	$238K	Hold	1,250	–	–	0.03%	203
2024 Q2	$220K	Hold	1,250	–	–	0.03%	201
2024 Q1	$226K	Hold	1,250	–	–	0.03%	198
2023 Q4	$210K	Buy	+1,250	New	+$194K	0.03%	197

Other funds holding VOOV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lodestar Private Asset Management's VOOV Position: Q2 2026 in Review

Lodestar Private Asset Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,250 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #200.

Lodestar Private Asset Management first reported a position in VOOV in Q4 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Lodestar Private Asset Management held 1,250 shares of Vanguard S&P 500 Value ETF worth $274K as of Q2 2026.
Lodestar Private Asset Management left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #200 holding.
Lodestar Private Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.