Enzi Wealth
VOO icon

Enzi Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Enzi Wealth’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 		$2.93M Buy
4,093
+461
+13% +$322K 0.88% 18
2026
Q2 		$2.51M Buy
3,632
+67
+2% +$44.7K 0.8% 20
2026
Q1 		$2.13M Buy
3,565
+11
+0.3% +$6.88K 0.74% 20
2025
Q4 		$2.26M Sell
3,554
-76
-2% -$47.2K 0.8% 20
2025
Q3 		$2.2M Sell
3,630
-108
-3% -$63.7K 0.78% 22
2025
Q2 		$2.14M Sell
3,738
-104
-3% -$54.7K 0.78% 21
2025
Q1 		$1.93M Buy
3,842
+132
+4% +$71.4K 0.78% 22
2024
Q4 		$2.07M Sell
3,710
-128
-3% -$69.3K 0.79% 22
2024
Q3 		$2.06M Buy
3,838
+454
+13% +$231K 0.81% 21
2024
Q2 		$1.73M Buy
3,384
+220
+7% +$106K 0.76% 19
2024
Q1 		$1.47M Sell
3,164
-522
-14% -$239K 0.69% 18
2023
Q4 		$1.67M Sell
3,686
-357
-9% -$146K 0.8% 18
2023
Q3 		$1.6M Sell
4,043
-671
-14% -$274K 0.85% 17
2023
Q2 		$1.95M Buy
4,714
+83
+2% +$32K 0.99% 14
2023
Q1 		$1.76M Sell
4,631
-276
-6% -$101K 0.9% 15
2022
Q4 		$1.8M Buy
4,907
+1,386
+39% +$490K 0.86% 22
2022
Q3 		$1.29M Buy
+3,521
New +$1.29M 0.63% 28

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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Enzi Wealth's VOO Position: Q3 2026 in Review

Enzi Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2026, buying an estimated $322K and bringing the position to 4,093 shares worth $2.93M. The position accounts for 0.88% of the portfolio, ranked #18.

Enzi Wealth first reported a position in VOO in Q3 2022 and has held it in 17 quarters since. 1,414 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Enzi Wealth held 4,093 shares of Vanguard S&P 500 ETF worth $2.93M as of Q3 2026.
  • Enzi Wealth bought 461 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $322K.
  • Vanguard S&P 500 ETF made up 0.88% of Enzi Wealth's portfolio in Q3 2026, its #18 holding.
  • Enzi Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.