EW
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Enzi Wealth's VOO Position: Q2 2026 in Review

Enzi Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, buying an estimated $44.7K and bringing the position to 3,632 shares worth $2.51M. The position accounts for 0.8% of the portfolio, ranked #20.

Enzi Wealth first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 996 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Enzi Wealth held 3,632 shares of Vanguard S&P 500 ETF worth $2.51M as of Q2 2026.
  • Enzi Wealth bought 67 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $44.7K.
  • Vanguard S&P 500 ETF made up 0.8% of Enzi Wealth's portfolio in Q2 2026, its #20 holding.
  • Enzi Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 996 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.