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LVZ Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

LVZ Inc’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 		– Sell
-422
Closed -$252K – 183
2026
Q1 		$252K Buy
422
+5
+1% +$3.13K 0.03% 130
2025
Q4 		$262K Sell
417
-2
-0.5% -$1.24K 0.03% 137
2025
Q3 		$257K Buy
419
+37
+10% +$21.8K 0.03% 133
2025
Q2 		$217K Buy
+382
New +$201K 0.03% 143

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LVZ Inc's VOO Position: Q2 2026 in Review

LVZ Inc sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 422 shares — an estimated $252K sold.

LVZ Inc first reported a position in VOO in Q2 2025 and held it in 4 quarters. The position peaked at $262K in Q4 2025. 1,728 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • LVZ Inc reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • LVZ Inc sold 422 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $252K.
  • LVZ Inc first reported a position in Vanguard S&P 500 ETF in Q2 2025 and held it in 4 quarters.
  • LVZ Inc's Vanguard S&P 500 ETF position peaked at $262K in Q4 2025.
  • 1,728 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.