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Walled Lake Planning & Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Walled Lake Planning & 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 		$3.86M Buy
5,625
+360
+7% +$240K 0.98% 24
2026
Q1 		$3.15M Sell
5,265
-221
-4% -$138K 0.92% 24
2025
Q4 		$3.44M Sell
5,486
-52
-0.9% -$32.3K 1.09% 23
2025
Q3 		$3.39M Buy
5,538
+121
+2% +$71.3K 1.11% 25
2025
Q2 		$3.08M Sell
5,417
-709
-12% -$373K 1% 27
2025
Q1 		$3.15M Buy
6,126
+32
+0.5% +$17.3K 1.12% 28
2024
Q4 		$3.28M Buy
6,094
+201
+3% +$109K 1.22% 26
2024
Q3 		$3.11M Buy
5,893
+136
+2% +$69.1K 1.17% 27
2024
Q2 		$2.88M Buy
5,757
+364
+7% +$175K 1.18% 28
2024
Q1 		$2.59M Buy
5,393
+420
+8% +$192K 1.06% 27
2023
Q4 		$2.17M Sell
4,973
-147
-3% -$60.2K 1.01% 26
2023
Q3 		$2.01M Buy
5,120
+67
+1% +$27.4K 1.01% 28
2023
Q2 		$2.06M Buy
5,053
+272
+6% +$105K 1% 26
2023
Q1 		$1.8M Buy
4,781
+129
+3% +$47.3K 0.94% 28
2022
Q4 		$1.63M Sell
4,652
-82
-2% -$29K 1.11% 26
2022
Q3 		$1.55M Buy
4,734
+89
+2% +$32.5K 1.09% 31
2022
Q2 		$1.61M Buy
4,645
+213
+5% +$80.2K 1.11% 29
2022
Q1 		$1.84M Sell
4,432
-742
-14% -$304K 1.09% 29
2021
Q4 		$2.26M Buy
5,174
+1,352
+35% +$571K 1.31% 29
2021
Q3 		$1.51M Buy
3,822
+136
+4% +$55.2K 0.93% 32
2021
Q2 		$1.45M Buy
3,686
+59
+2% +$22.6K 0.94% 29
2021
Q1 		$1.32M Buy
3,627
+139
+4% +$49.3K 0.92% 29
2020
Q4 		$1.2M Buy
3,488
+196
+6% +$63.9K 0.91% 30
2020
Q3 		$1.01M Buy
3,292
+138
+4% +$42K 0.82% 32
2020
Q2 		$894K Buy
3,154
+236
+8% +$63.5K 0.75% 31
2020
Q1 		$691K Buy
+2,918
New +$818K 0.63% 31

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VOO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q2 2026, buying an estimated $240K and bringing the position to 5,625 shares worth $3.86M. The position accounts for 0.98% of the portfolio, ranked #24.

Walled Lake Planning & Wealth Management first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 5,625 shares of Vanguard S&P 500 ETF worth $3.86M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 360 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $240K.
  • Vanguard S&P 500 ETF made up 0.98% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.