White Lighthouse Investment Management’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
Q1 | $11.2M | Buy |
18,812
+177
| +0.9% | +$111K | 1.56% | 15 |
|
|
2025
Q4 | $11.7M | Buy |
18,635
+952
| +5% | +$592K | 1.63% | 13 |
|
|
2025
Q3 | $10.8M | Buy |
17,683
+568
| +3% | +$335K | 1.65% | 14 |
|
|
2025
Q2 | $9.72M | Buy |
17,115
+400
| +2% | +$210K | 1.58% | 15 |
|
|
2025
Q1 | $8.59M | Buy |
16,715
+211
| +1% | +$114K | 1.53% | 14 |
|
|
2024
Q4 | $8.89M | Sell |
16,504
-221
| -1% | -$120K | 1.56% | 15 |
|
|
2024
Q3 | $8.83M | Buy |
16,725
+1,045
| +7% | +$531K | 1.58% | 16 |
|
|
2024
Q2 | $7.84M | Sell |
15,680
-252
| -2% | -$121K | 1.51% | 16 |
|
|
2024
Q1 | $7.66M | Buy |
15,932
+944
| +6% | +$432K | 1.56% | 16 |
|
|
2023
Q4 | $6.55M | Buy |
14,988
+1,944
| +15% | +$796K | 1.43% | 18 |
|
|
2023
Q3 | $5.12M | Buy |
13,044
+1,022
| +9% | +$418K | 1.24% | 21 |
|
|
2023
Q2 | $4.9M | Buy |
12,022
+361
| +3% | +$139K | 1.17% | 22 |
|
|
2023
Q1 | $4.39M | Buy |
11,661
+672
| +6% | +$246K | 1.1% | 22 |
|
|
2022
Q4 | $3.86M | Sell |
10,989
-247
| -2% | -$87.3K | 1.05% | 22 |
|
|
2022
Q3 | $3.69M | Buy |
11,236
+1,356
| +14% | +$495K | 1.07% | 21 |
|
|
2022
Q2 | $3.43M | Buy |
9,880
+488
| +5% | +$184K | 0.98% | 23 |
|
|
2022
Q1 | $3.9M | Buy |
9,392
+542
| +6% | +$222K | 0.99% | 23 |
|
|
2021
Q4 | $3.86M | Buy |
8,850
+625
| +8% | +$264K | 0.96% | 25 |
|
|
2021
Q3 | $3.24M | Buy |
8,225
+391
| +5% | +$159K | 0.87% | 29 |
|
|
2021
Q2 | $3.08M | Buy |
7,834
+459
| +6% | +$176K | 0.84% | 29 |
|
|
2021
Q1 | $2.69M | Sell |
7,375
-2,140
| -22% | -$759K | 0.82% | 30 |
|
|
2020
Q4 | $3.27M | Sell |
9,515
-793
| -8% | -$259K | 1.04% | 24 |
|
|
2020
Q3 | $3.17M | Sell |
10,308
-1,056
| -9% | -$322K | 1.1% | 24 |
|
|
2020
Q2 | $3.22M | Sell |
11,364
-1,443
| -11% | -$388K | 1.18% | 23 |
|
|
2020
Q1 | $3.03M | Buy |
12,807
+1,122
| +10% | +$314K | 1.27% | 23 |
|
|
2019
Q4 | $3.46M | Buy |
11,685
+1,327
| +13% | +$375K | 1.27% | 20 |
|
|
2019
Q3 | $2.82M | Buy |
10,358
+703
| +7% | +$191K | 1.14% | 23 |
|
|
2019
Q2 | $2.6M | Buy |
9,655
+966
| +11% | +$256K | 1.08% | 25 |
|
|
2019
Q1 | $2.25M | Buy |
8,689
+2,578
| +42% | +$644K | 1.04% | 26 |
|
|
2018
Q4 | $1.4M | Buy |
6,111
+1,940
| +47% | +$481K | 0.77% | 35 |
|
|
2018
Q3 | $1.11M | Buy |
4,171
+970
| +30% | +$254K | 0.57% | 41 |
|
|
2018
Q2 | $799K | Buy |
3,201
+632
| +25% | +$157K | 0.44% | 54 |
|
|
2018
Q1 | $622K | Buy |
2,569
+176
| +7% | +$44.2K | 0.36% | 65 |
|
|
2017
Q4 | $587K | Buy |
+2,393
| New | +$572K | 0.34% | 66 |
|
Other funds holding VOO
VGA
AA
White Lighthouse Investment Management's VOO Position: Q1 2026 in Review
White Lighthouse Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.95% in Q1 2026, buying an estimated $111K and bringing the position to 18,812 shares worth $11.2M. The position accounts for 1.56% of the portfolio, ranked #15.
White Lighthouse Investment Management first reported a position in VOO in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.7M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- White Lighthouse Investment Management held 18,812 shares of Vanguard S&P 500 ETF worth $11.2M as of Q1 2026.
- White Lighthouse Investment Management bought 177 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $111K.
- Vanguard S&P 500 ETF made up 1.56% of White Lighthouse Investment Management's portfolio in Q1 2026, its #15 holding.
- White Lighthouse Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- White Lighthouse Investment Management's Vanguard S&P 500 ETF position peaked at $11.7M in Q4 2025.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.