Mezzasalma Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Mezzasalma 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 Q1	$3.11M	Buy	5,212 +866	+20%	+$542K	0.8%	33
2025 Q4	$2.73M	Sell	4,346 -1,286	-23%	-$799K	0.66%	40
2025 Q3	$3.45M	Buy	5,632 +2,138	+61%	+$1.26M	0.88%	26
2025 Q2	$1.98M	Buy	3,494 +6	+0.2%	+$3.15K	0.6%	37
2025 Q1	$1.79M	Buy	3,488 +885	+34%	+$478K	0.62%	35
2024 Q4	$1.4M	Buy	2,603 +420	+19%	+$227K	0.45%	39
2024 Q3	$1.15M	Buy	+2,183	New	+$1.11M	0.45%	38
2022 Q1	–	Sell	-2,088	Closed	-$912K	–	99
2021 Q4	$912K	Buy	2,088 +27	+1%	+$11.4K	0.49%	39
2021 Q3	$813K	Hold	2,061	–	–	0.46%	41
2021 Q2	$811K	Hold	2,061	–	–	0.45%	41
2021 Q1	$751K	Hold	2,061	–	–	0.48%	40
2020 Q4	$708K	Buy	+2,061	New	+$672K	0.45%	41

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Mezzasalma Advisors's VOO Position: Q1 2026 in Review

Mezzasalma Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q1 2026, buying an estimated $542K and bringing the position to 5,212 shares worth $3.11M. The position accounts for 0.8% of the portfolio, ranked #33.

Mezzasalma Advisors first reported a position in VOO in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.45M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Mezzasalma Advisors held 5,212 shares of Vanguard S&P 500 ETF worth $3.11M as of Q1 2026.
Mezzasalma Advisors bought 866 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $542K.
Vanguard S&P 500 ETF made up 0.8% of Mezzasalma Advisors's portfolio in Q1 2026, its #33 holding.
Mezzasalma Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 12 quarters since.
Mezzasalma Advisors's Vanguard S&P 500 ETF position peaked at $3.45M in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.