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 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%	-$9.64K	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

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

Lodestone Wealth Management's VOO Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 25% in Q2 2026, selling an estimated $166K and leaving 753 shares worth $517K. The position accounts for 0.18% of the portfolio, ranked #115.

Lodestone Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $649K in Q3 2025. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Lodestone Wealth Management held 753 shares of Vanguard S&P 500 ETF worth $517K as of Q2 2026.
Lodestone Wealth Management sold 249 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $166K.
Vanguard S&P 500 ETF made up 0.18% of Lodestone Wealth Management's portfolio in Q2 2026, its #115 holding.
Lodestone Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Vanguard S&P 500 ETF position peaked at $649K in Q3 2025.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.