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 Q2	$3.74M	Buy	5,452 +240	+5%	+$160K	0.75%	41
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Mezzasalma Advisors's VOO Position: Q2 2026 in Review

Mezzasalma Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q2 2026, buying an estimated $160K and bringing the position to 5,452 shares worth $3.74M. The position accounts for 0.75% of the portfolio, ranked #41.

Mezzasalma Advisors first reported a position in VOO in Q4 2020 and has held it in 13 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mezzasalma Advisors held 5,452 shares of Vanguard S&P 500 ETF worth $3.74M as of Q2 2026.
Mezzasalma Advisors bought 240 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $160K.
Vanguard S&P 500 ETF made up 0.75% of Mezzasalma Advisors's portfolio in Q2 2026, its #41 holding.
Mezzasalma Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 13 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.