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Blake Schutter Theil Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Blake Schutter Theil Wealth Advisors’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 		$3.52M Buy
5,126
+1,796
+54% +$1.2M 2.38% 11
2026
Q1 		$1.99M Buy
3,330
+75
+2% +$46.9K 1.62% 13
2025
Q4 		$2.04M Buy
3,255
+4
+0.1% +$2.49K 1.68% 12
2025
Q3 		$1.99M Buy
3,251
+100
+3% +$58.9K 1.97% 11
2025
Q2 		$1.79M Sell
3,151
-32
-1% -$16.8K 2.03% 10
2025
Q1 		$1.64M Buy
3,183
+28
+0.9% +$15.1K 1.86% 8
2024
Q4 		$1.7M Buy
3,155
+42
+1% +$22.7K 1.8% 8
2024
Q3 		$1.64M Buy
+3,113
New +$1.58M 1.18% 14

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's VOO Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 54% in Q2 2026, buying an estimated $1.2M and bringing the position to 5,126 shares worth $3.52M. The position accounts for 2.38% of the portfolio, ranked #11.

Blake Schutter Theil Wealth Advisors first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 5,126 shares of Vanguard S&P 500 ETF worth $3.52M as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors bought 1,796 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.2M.
  • Vanguard S&P 500 ETF made up 2.38% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.