Lutz Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $176M | Buy |
256,299
+4,262
| +2% | +$2.84M | 10.72% | 1 |
|
|
2026
Q1 | $151M | Sell |
252,037
-1,499
| -0.6% | -$937K | 10.12% | 1 |
|
|
2025
Q4 | $159M | Buy |
253,536
+6,616
| +3% | +$4.11M | 10.81% | 1 |
|
|
2025
Q3 | $151M | Buy |
246,920
+3,224
| +1% | +$1.9M | 10.95% | 1 |
|
|
2025
Q2 | $138M | Buy |
243,696
+111
| +0% | +$58.3K | 10.75% | 1 |
|
|
2025
Q1 | $125M | Sell |
243,585
-4,151
| -2% | -$2.24M | 10.25% | 1 |
|
|
2024
Q4 | $133M | Sell |
247,736
-2,284
| -0.9% | -$1.24M | 10.79% | 1 |
|
|
2024
Q3 | $132M | Sell |
250,020
-219
| -0.1% | -$111K | 10.71% | 1 |
|
|
2024
Q2 | $125M | Sell |
250,239
-3,241
| -1% | -$1.56M | 10.9% | 1 |
|
|
2024
Q1 | $122M | Sell |
253,480
-1,271
| -0.5% | -$582K | 10.64% | 1 |
|
|
2023
Q4 | $111M | Buy |
254,751
+6,845
| +3% | +$2.8M | 10.44% | 1 |
|
|
2023
Q3 | $97.4M | Buy |
247,906
+4,929
| +2% | +$2.02M | 10.6% | 1 |
|
|
2023
Q2 | $99M | Buy |
242,977
+9,111
| +4% | +$3.51M | 10.64% | 1 |
|
|
2023
Q1 | $87.9M | Buy |
233,866
+10,417
| +5% | +$3.82M | 10.04% | 1 |
|
|
2022
Q4 | $78.5M | Buy |
223,449
+1,600
| +0.7% | +$565K | 9.64% | 1 |
|
|
2022
Q3 | $72.8M | Buy |
221,849
+14,741
| +7% | +$5.38M | 9.95% | 1 |
|
|
2022
Q2 | $71.8M | Buy |
207,108
+4,037
| +2% | +$1.52M | 9.53% | 2 |
|
|
2022
Q1 | $84.3M | Buy |
203,071
+11,084
| +6% | +$4.54M | 10.4% | 1 |
|
|
2021
Q4 | $83.8M | Buy |
191,987
+5,622
| +3% | +$2.37M | 10.29% | 1 |
|
|
2021
Q3 | $73.5M | Buy |
186,365
+10,612
| +6% | +$4.31M | 9.55% | 1 |
|
|
2021
Q2 | $69.2M | Buy |
175,753
+12,840
| +8% | +$4.93M | 9.21% | 2 |
|
|
2021
Q1 | $59.3M | Buy |
162,913
+13,220
| +9% | +$4.69M | 8.78% | 2 |
|
|
2020
Q4 | $51.4M | Buy |
149,693
+17,362
| +13% | +$5.66M | 8.45% | 3 |
|
|
2020
Q3 | $40.7M | Buy |
132,331
+703
| +0.5% | +$214K | 7.85% | 3 |
|
|
2020
Q2 | $37.3M | Buy |
131,628
+5,306
| +4% | +$1.43M | 7.6% | 3 |
|
|
2020
Q1 | $29.9M | Sell |
126,322
-2,647
| -2% | -$742K | 6.65% | 3 |
|
|
2019
Q4 | $38.1M | Buy |
128,969
+12,008
| +10% | +$3.4M | 6.78% | 4 |
|
|
2019
Q3 | $31.9M | Buy |
116,961
+524
| +0.5% | +$142K | 6.11% | 6 |
|
|
2019
Q2 | $31.3M | Buy |
116,437
+1,383
| +1% | +$366K | 6.13% | 6 |
|
|
2019
Q1 | $29.9M | Buy |
115,054
+1,519
| +1% | +$379K | 6.09% | 6 |
|
|
2018
Q4 | $26.1M | Sell |
113,535
-2,701
| -2% | -$669K | 5.82% | 5 |
|
|
2018
Q3 | $31M | Buy |
116,236
+14,373
| +14% | +$3.76M | 6.85% | 5 |
|
|
2018
Q2 | $25.4M | Sell |
101,863
-236
| -0.2% | -$58.6K | 7.24% | 4 |
|
|
2018
Q1 | $24.7M | Sell |
102,099
-489
| -0.5% | -$123K | 7.29% | 4 |
|
|
2017
Q4 | $25.2M | Buy |
+102,588
| New | +$24.5M | 7.34% | 4 |
|
Other funds holding VOO
AA
Lutz Financial Services's VOO Position: Q2 2026 in Review
Lutz Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, buying an estimated $2.84M and bringing the position to 256,299 shares worth $176M. The position accounts for 10.72% of the portfolio, ranked #1.
Lutz Financial Services first reported a position in VOO in Q4 2017 and has held it in 35 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Lutz Financial Services held 256,299 shares of Vanguard S&P 500 ETF worth $176M as of Q2 2026.
- Lutz Financial Services bought 4,262 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.84M.
- Vanguard S&P 500 ETF made up 10.72% of Lutz Financial Services's portfolio in Q2 2026, its #1 holding.
- Lutz Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.