Lodestone Wealth Management
VOO icon

Lodestone Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Lodestone Wealth Management’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 		$529K Buy
755
+2
+0.3% +$1.4K 0.18% 114
2026
Q2 		$517K Sell
753
-249
-25% -$166K 0.18% 115
2026
Q1 		$599K Buy
1,002
+3
+0.3% +$1.88K 0.24% 95
2025
Q4 		$627K Sell
999
-61
-6% -$37.9K 0.26% 87
2025
Q3 		$649K Buy
1,060
+3
+0.3% +$1.77K 0.29% 82
2025
Q2 		$600K Sell
1,057
-4
-0.4% -$2.1K 0.29% 84
2025
Q1 		$545K Buy
1,061
+4
+0.4% +$2.16K 0.29% 79
2024
Q4 		$570K Buy
1,057
+6
+0.6% +$3.25K 0.29% 84
2024
Q3 		$555K Sell
1,051
-20
-2% -$10.2K 0.28% 82
2024
Q2 		$536K Buy
1,071
+9
+0.8% +$4.33K 0.28% 86
2024
Q1 		$511K Sell
1,062
-50
-4% -$22.9K 0.27% 91
2023
Q4 		$486K Buy
1,112
+296
+36% +$121K 0.28% 85
2023
Q3 		$321K Buy
816
+2
+0.2% +$818 0.22% 100
2023
Q2 		$331K Sell
814
-25
-3% -$9.6K 0.23% 103
2023
Q1 		$315K Buy
839
+73
+10% +$26.8K 0.24% 102
2022
Q4 		$269K Buy
+766
New +$271K 0.22% 103

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Lodestone Wealth Management's VOO Position: Q3 2026 in Review

Lodestone Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.27% in Q3 2026, buying an estimated $1.4K and bringing the position to 755 shares worth $529K. The position accounts for 0.18% of the portfolio, ranked #114.

Lodestone Wealth Management first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. The position peaked at $649K in Q3 2025. 1,880 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Lodestone Wealth Management held 755 shares of Vanguard S&P 500 ETF worth $529K as of Q3 2026.
  • Lodestone Wealth Management bought 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
  • Vanguard S&P 500 ETF made up 0.18% of Lodestone Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Lodestone Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Vanguard S&P 500 ETF position peaked at $649K in Q3 2025.
  • 1,880 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.