Blue Zone Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Blue Zone 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	$1.95M	Buy	2,835 +189	+7%	+$126K	0.34%	54
2026 Q1	$1.58M	Buy	2,646 +117	+5%	+$73.2K	0.32%	55
2025 Q4	$1.59M	Buy	2,529 +147	+6%	+$91.4K	0.3%	62
2025 Q3	$1.46M	Buy	2,382 +1,846	+344%	+$1.09M	0.29%	62
2025 Q2	$304K	Sell	536 -186	-26%	-$97.8K	0.08%	88
2025 Q1	$371K	Sell	722 -77	-10%	-$41.6K	0.1%	79
2024 Q4	$431K	Sell	799 -57	-7%	-$30.9K	0.12%	73
2024 Q3	$452K	Buy	856 +371	+76%	+$189K	0.14%	69
2024 Q2	$242K	Buy	485 +68	+16%	+$32.7K	0.08%	77
2024 Q1	$200K	Buy	+417	New	+$191K	0.07%	82

Other funds holding VOO

CCWA

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Blue Zone Wealth Advisors's VOO Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q2 2026, buying an estimated $126K and bringing the position to 2,835 shares worth $1.95M. The position accounts for 0.34% of the portfolio, ranked #54.

Blue Zone Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 737 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Blue Zone Wealth Advisors held 2,835 shares of Vanguard S&P 500 ETF worth $1.95M as of Q2 2026.
Blue Zone Wealth Advisors bought 189 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $126K.
Vanguard S&P 500 ETF made up 0.34% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Blue Zone Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
737 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.