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LRI Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

LRI Investments’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 		$5.21M Sell
7,592
-176
-2% -$117K 0.42% 32
2026
Q1 		$4.64M Buy
7,768
+1,424
+22% +$891K 0.41% 33
2025
Q4 		$3.98M Buy
6,344
+75
+1% +$46.6K 0.32% 37
2025
Q3 		$3.84M Buy
6,269
+27
+0.4% +$15.9K 0.31% 36
2025
Q2 		$3.55M Buy
6,242
+13
+0.2% +$6.83K 0.3% 36
2025
Q1 		$3.2M Sell
6,229
-236
-4% -$128K 0.31% 37
2024
Q4 		$3.48M Hold
6,465
– – 0.34% 26
2024
Q3 		$3.53M Buy
6,465
+59
+0.9% +$30K 0.34% 26
2024
Q2 		$3.2M Buy
6,406
+172
+3% +$82.8K 0.36% 23
2024
Q1 		$3M Buy
+6,234
New +$2.85M 0.76% 20

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's VOO Position: Q2 2026 in Review

LRI Investments reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, selling an estimated $117K and leaving 7,592 shares worth $5.21M. The position accounts for 0.42% of the portfolio, ranked #32.

LRI Investments first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • LRI Investments held 7,592 shares of Vanguard S&P 500 ETF worth $5.21M as of Q2 2026.
  • LRI Investments sold 176 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $117K.
  • Vanguard S&P 500 ETF made up 0.42% of LRI Investments's portfolio in Q2 2026, its #32 holding.
  • LRI Investments first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.