Blue Trust Inc
VOO icon

Blue Trust Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Blue Trust Inc’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 		$202M Sell
288,889
-11,286
-4% -$7.88M 2.13% 15
2026
Q2 		$206M Sell
300,175
-5,668
-2% -$3.78M 2.16% 16
2026
Q1 		$183M Sell
305,843
-9,496
-3% -$5.94M 2.09% 16
2025
Q4 		$198M Sell
315,339
-5,538
-2% -$3.44M 2.23% 16
2025
Q3 		$196M Sell
320,877
-1,191
-0.4% -$702K 2.21% 15
2025
Q2 		$183M Buy
322,068
+6,191
+2% +$3.25M 2.16% 15
2025
Q1 		$162M Sell
315,877
-29,536
-9% -$16M 2.08% 17
2024
Q4 		$186M Sell
345,413
-22,792
-6% -$12.3M 2.38% 16
2024
Q3 		$184M Sell
368,205
-8,093
-2% -$4.11M 2.4% 15
2024
Q2 		$181M Sell
376,298
-7,409
-2% -$3.57M 2.48% 14
2024
Q1 		$184M Sell
383,707
-69,907
-15% -$32M 2.6% 14
2023
Q4 		$178M Sell
453,614
-98,593
-18% -$40.4M 2.86% 12
2023
Q3 		$225M Sell
552,207
-205,426
-27% -$84M 3.43% 10
2023
Q2 		$285M Sell
757,633
-71,725
-9% -$27.7M 4.52% 8
2023
Q1 		$291M Sell
829,358
-123,602
-13% -$45.3M 4.78% 6
2022
Q4 		$313M Sell
952,960
-88,337
-8% -$31.2M 5.6% 4
2022
Q3 		$361M Buy
1,041,297
+87,810
+9% +$32.1M 6.35% 3
2022
Q2 		$396M Buy
+953,487
New +$359M 6.16% 3

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Blue Trust Inc's VOO Position: Q3 2026 in Review

Blue Trust Inc reduced its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q3 2026, selling an estimated $7.88M and leaving 288,889 shares worth $202M. The position accounts for 2.13% of the portfolio, ranked #15.

Blue Trust Inc first reported a position in VOO in Q2 2022 and has held it in 18 quarters since. The position peaked at $396M in Q2 2022. 1,672 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Blue Trust Inc held 288,889 shares of Vanguard S&P 500 ETF worth $202M as of Q3 2026.
  • Blue Trust Inc sold 11,286 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $7.88M.
  • Vanguard S&P 500 ETF made up 2.13% of Blue Trust Inc's portfolio in Q3 2026, its #15 holding.
  • Blue Trust Inc first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Vanguard S&P 500 ETF position peaked at $396M in Q2 2022.
  • 1,672 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.