Lunt Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Lunt Capital 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	$361K	Buy	525 +4	+0.8%	+$2.67K	0.13%	69
2026 Q1	$311K	Sell	521 -68	-12%	-$42.5K	0.12%	76
2025 Q4	$369K	Sell	589 -23	-4%	-$14.3K	0.14%	71
2025 Q3	$375K	Buy	612 +48	+9%	+$28.3K	0.14%	71
2025 Q2	$320K	Hold	564	–	–	0.12%	75
2025 Q1	$290K	Sell	564 -31	-5%	-$16.8K	0.11%	71
2024 Q4	$321K	Hold	595	–	–	0.12%	66
2024 Q3	$314K	Sell	595 -1	-0.2%	-$508	0.15%	72
2024 Q2	$298K	Hold	596	–	–	0.15%	72
2024 Q1	$286K	Sell	596 -2	-0.3%	-$915	0.14%	77
2023 Q4	$261K	Hold	598	–	–	0.14%	74
2023 Q3	$235K	Hold	598	–	–	0.12%	69
2023 Q2	$244K	Buy	+598	New	+$231K	0.13%	73

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lunt Capital Management's VOO Position: Q2 2026 in Review

Lunt Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.77% in Q2 2026, buying an estimated $2.67K and bringing the position to 525 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #69.

Lunt Capital Management first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $375K in Q3 2025. 2,080 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Lunt Capital Management held 525 shares of Vanguard S&P 500 ETF worth $361K as of Q2 2026.
Lunt Capital Management bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 0.13% of Lunt Capital Management's portfolio in Q2 2026, its #69 holding.
Lunt Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Lunt Capital Management's Vanguard S&P 500 ETF position peaked at $375K in Q3 2025.
2,080 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.