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 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%	-$9.64K	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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Lodestone Wealth Management's VOO Position: Q1 2026 in Review

Lodestone Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.3% in Q1 2026, buying an estimated $1.88K and bringing the position to 1,002 shares worth $599K. The position accounts for 0.24% of the portfolio, ranked #95.

Lodestone Wealth Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $649K in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Lodestone Wealth Management held 1,002 shares of Vanguard S&P 500 ETF worth $599K as of Q1 2026.
Lodestone Wealth Management bought 3 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.88K.
Vanguard S&P 500 ETF made up 0.24% of Lodestone Wealth Management's portfolio in Q1 2026, its #95 holding.
Lodestone Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Lodestone Wealth Management's Vanguard S&P 500 ETF position peaked at $649K in Q3 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.