Blackston Financial Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Blackston Financial Advisory Group’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	$19.5M	Sell	28,397 -646	-2%	-$431K	10.99%	1
2026 Q1	$17.4M	Buy	29,043 +104	+0.4%	+$65K	10.88%	1
2025 Q4	$18.1M	Sell	28,939 -829	-3%	-$515K	11.05%	2
2025 Q3	$18.2M	Sell	29,768 -1,319	-4%	-$777K	10.83%	2
2025 Q2	$17.7M	Sell	31,087 -1,311	-4%	-$689K	11.05%	1
2025 Q1	$16.6M	Sell	32,398 -1,921	-6%	-$1.04M	11.3%	1
2024 Q4	$18.5M	Buy	34,319 +5,344	+18%	+$2.89M	9.21%	1
2024 Q3	$15.3M	Buy	+28,975	New	+$14.7M	7.91%	2
2024 Q2	–	Sell	-29,567	Closed	-$14.2M	–	102
2024 Q1	$14.2M	Buy	29,567 +600	+2%	+$275K	9.43%	3
2023 Q4	$12.7M	Buy	28,967 +520	+2%	+$213K	8.01%	3
2023 Q3	$11.2M	Buy	28,447 +2,402	+9%	+$982K	7.78%	4
2023 Q2	$10.6M	Sell	26,045 -531	-2%	-$205K	7.64%	4
2023 Q1	$9.99M	Sell	26,576 -2,818	-10%	-$1.03M	7.47%	4
2022 Q4	$10.3M	Sell	29,394 -925	-3%	-$327K	7.5%	5
2022 Q3	$10.8M	Sell	30,319 -1,198	-4%	-$438K	7.59%	5
2022 Q2	$11.3M	Buy	31,517 +7,167	+29%	+$2.7M	7.36%	5
2022 Q1	$9.6M	Sell	24,350 -1,375	-5%	-$563K	6.26%	7
2021 Q4	$11.2M	Buy	+25,725	New	+$10.9M	6.5%	7

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Blackston Financial Advisory Group's VOO Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $431K and leaving 28,397 shares worth $19.5M. The position accounts for 10.99% of the portfolio, ranked #1.

Blackston Financial Advisory Group first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Blackston Financial Advisory Group held 28,397 shares of Vanguard S&P 500 ETF worth $19.5M as of Q2 2026.
Blackston Financial Advisory Group sold 646 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $431K.
Vanguard S&P 500 ETF made up 10.99% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #1 holding.
Blackston Financial Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.