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 Q3	$3.5M	Sell	4,997 -129	-3%	-$90.1K	2.41%	10
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's VOO Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q3 2026, selling an estimated $90.1K and leaving 4,997 shares worth $3.5M. The position accounts for 2.41% of the portfolio, ranked #10.

Blake Schutter Theil Wealth Advisors first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.52M in Q2 2026. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 4,997 shares of Vanguard S&P 500 ETF worth $3.5M as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 129 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $90.1K.
Vanguard S&P 500 ETF made up 2.41% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #10 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Vanguard S&P 500 ETF position peaked at $3.52M in Q2 2026.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.