Vanguard S&p 500 Etf idx shares owned by Lake Street Financial
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 13k | 612.36 |
| 2025-06-30 | $6.8M | 12k | 568.03 |
| 2025-03-31 | $4.0M | 7.8k | 513.84 |
| 2024-12-31 | $7.0M | 13k | 538.79 |
| 2024-09-30 | $3.1M | 6.0k | 527.65 |
| 2024-06-30 | $4.9M | 9.8k | 500.13 |
| 2024-03-31 | $4.5M | 9.3k | 480.70 |
| 2023-12-31 | $4.0M | 9.3k | 436.82 |
| 2023-09-30 | $3.0M | 7.6k | 393.63 |
| 2023-06-30 | $3.0M | 7.4k | 407.30 |
| 2023-03-31 | $2.7M | 7.3k | 376.09 |
| 2022-12-31 | $5.5M | 16k | 351.34 |
| 2022-09-30 | $1.4M | 4.3k | 328.34 |
| 2022-06-30 | $1.6M | 4.5k | 346.92 |
| 2022-03-31 | $451k | 1.1k | 415.29 |
| 2021-12-31 | $2.0M | 4.6k | 436.57 |