Blue Fin Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Blue Fin Capital’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	$324K	Buy	471 +2	+0.4%	+$1.33K	0.05%	135
2026 Q1	$281K	Sell	469 -4	-0.8%	-$2.5K	0.05%	138
2025 Q4	$297K	Buy	473 +2	+0.4%	+$1.24K	0.05%	133
2025 Q3	$288K	Buy	+471	New	+$278K	0.05%	129

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Blue Fin Capital's VOO Position: Q2 2026 in Review

Blue Fin Capital increased its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q2 2026, buying an estimated $1.33K and bringing the position to 471 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #135.

Blue Fin Capital first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 2,301 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Blue Fin Capital held 471 shares of Vanguard S&P 500 ETF worth $324K as of Q2 2026.
Blue Fin Capital bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.05% of Blue Fin Capital's portfolio in Q2 2026, its #135 holding.
Blue Fin Capital first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
2,301 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.