BFAG
VOO icon

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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Blackston Financial Advisory Group's VOO Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.36% in Q1 2026, buying an estimated $65K and bringing the position to 29,043 shares worth $17.4M. The position accounts for 10.88% of the portfolio, ranked #1.

Blackston Financial Advisory Group first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. The position peaked at $18.5M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Blackston Financial Advisory Group held 29,043 shares of Vanguard S&P 500 ETF worth $17.4M as of Q1 2026.
  • Blackston Financial Advisory Group bought 104 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $65K.
  • Vanguard S&P 500 ETF made up 10.88% of Blackston Financial Advisory Group's portfolio in Q1 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 17 quarters since.
  • Blackston Financial Advisory Group's Vanguard S&P 500 ETF position peaked at $18.5M in Q4 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.