BDF
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Black Diamond Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Black Diamond Financial’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 		$7.95M Sell
11,568
-257
-2% -$171K 0.7% 32
2026
Q1 		$7.07M Buy
11,825
+1,241
+12% +$776K 0.77% 31
2025
Q4 		$6.64M Buy
10,584
+1,934
+22% +$1.2M 0.7% 31
2025
Q3 		$5.3M Sell
8,650
-18
-0.2% -$10.6K 0.59% 37
2025
Q2 		$4.92M Buy
8,668
+260
+3% +$137K 0.76% 33
2025
Q1 		$4.32M Buy
8,408
+135
+2% +$73K 0.65% 37
2024
Q4 		$4.46M Buy
8,273
+1,770
+27% +$959K 0.67% 37
2024
Q3 		$3.43M Buy
6,503
+1,877
+41% +$954K 0.58% 37
2024
Q2 		$2.31M Buy
4,626
+10
+0.2% +$4.81K 0.45% 44
2024
Q1 		$2.02M Hold
4,616
– – 0.55% 32
2023
Q4 		$2.02M Buy
4,616
+30
+0.7% +$12.3K 0.55% 32
2023
Q3 		$1.8M Sell
4,586
-5
-0.1% -$2.04K 0.55% 34
2023
Q2 		$1.87M Sell
4,591
-10
-0.2% -$3.86K 0.55% 33
2023
Q1 		$1.73M Sell
4,601
-23
-0.5% -$8.44K 0.57% 33
2022
Q4 		$1.62M Buy
4,624
+650
+16% +$230K 0.59% 33
2022
Q3 		$1.3M Sell
3,974
-226
-5% -$82.5K 0.53% 35
2022
Q2 		$1.46M Buy
4,200
+614
+17% +$231K 0.57% 31
2022
Q1 		$1.49M Sell
3,586
-1,914
-35% -$784K 0.47% 36
2021
Q4 		$2.4M Buy
5,500
+2,766
+101% +$1.17M 0.81% 27
2021
Q3 		$1.08M Sell
2,734
-120
-4% -$48.7K 0.52% 32
2021
Q2 		$1.12M Buy
2,854
+212
+8% +$81.4K 0.44% 35
2021
Q1 		$962K Sell
2,642
-604
-19% -$214K 0.41% 36
2020
Q4 		$1.12M Buy
3,246
+1,104
+52% +$360K 0.51% 34
2020
Q3 		$659K Buy
2,142
+715
+50% +$218K 0.37% 38
2020
Q2 		$404K Buy
1,427
+74
+5% +$19.9K 0.26% 46
2020
Q1 		$320K Sell
1,353
-3,573
-73% -$1M 0.24% 51
2019
Q4 		$1.46M Sell
4,926
-463
-9% -$131K 1.06% 28
2019
Q3 		$1.47M Buy
5,389
+821
+18% +$223K 1.08% 27
2019
Q2 		$1.23M Hold
4,568
– – 1.05% 29
2019
Q1 		$1.19M Sell
4,568
-349
-7% -$87.2K 1.06% 29
2018
Q4 		$1.12M Buy
+4,917
New +$1.22M 0.88% 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

Black Diamond Financial's VOO Position: Q2 2026 in Review

Black Diamond Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $171K and leaving 11,568 shares worth $7.95M. The position accounts for 0.7% of the portfolio, ranked #32.

Black Diamond Financial first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Black Diamond Financial held 11,568 shares of Vanguard S&P 500 ETF worth $7.95M as of Q2 2026.
  • Black Diamond Financial sold 257 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $171K.
  • Vanguard S&P 500 ETF made up 0.7% of Black Diamond Financial's portfolio in Q2 2026, its #32 holding.
  • Black Diamond Financial first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.