LifePlan Investment Advisors, Inc. VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 2045484
As of 2026-06-30, LifePlan Investment Advisors, Inc. reported 15.45K VOO (shares), valued at $10.61M, or 3.65% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 3.07%; reported value increased 18.47%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.65% | 15,449 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 3.52% | 14,989 | SEC filing ↗Filed May 14, 2026Combination report |
| Q4 2025 | 4.13% | 16,173 | SEC filing ↗Filed Feb 9, 2026Combination report |
| Q3 2025 | 6.24% | 24,309 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 4.15% | 14,728 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 4.98% | 16,841 | SEC filing ↗Filed May 13, 2025Combination report |
| Q4 2024 | 6.35% | 19,051 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 6.43% | 19,058 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q2 2024 | 7.04% | 19,535 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q1 2024 | 7.38% | 19,259 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q4 2023 | 7.60% | 19,020 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q3 2023 | 6.55% | 15,683 | SEC filing ↗Filed Jan 21, 2025Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.55% | 15,683 | $6.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 21, 2025 |
| Q4 2023 | 7.60% | 19,020 | $8.31M | Shares increased 21.28%; reported value increased 34.90%, and weight changed +1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2024 | 7.38% | 19,259 | $9.26M | Shares increased 1.26%; reported value increased 11.43%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q2 2024 | 7.04% | 19,535 | $9.77M | Shares increased 1.43%; reported value increased 5.53%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q3 2024 | 6.43% | 19,058 | $10.06M | Shares decreased 2.44%; reported value increased 2.93%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q4 2024 | 6.35% | 19,051 | $10.26M | Shares decreased 0.04%; reported value increased 2.07%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 4.98% | 16,841 | $8.65M | Shares decreased 11.60%; reported value decreased 15.69%, and weight changed -1.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 4.15% | 14,728 | $8.37M | Shares decreased 12.55%; reported value decreased 3.34%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 6.24% | 24,309 | $14.89M | Shares increased 65.05%; reported value increased 77.94%, and weight changed +2.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 4.13% | 16,173 | $10.14M | Shares decreased 33.47%; reported value decreased 31.87%, and weight changed -2.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 3.52% | 14,989 | $8.96M | Shares decreased 7.32%; reported value decreased 11.69%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 3.65% | 15,449 | $10.61M | Shares increased 3.07%; reported value increased 18.47%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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