ZI
VOO icon

ZEGA Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

ZEGA Investments’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 		$295K Sell
430
-35
-8% -$23.3K 0.03% 228
2026
Q1 		$278K Buy
465
+108
+30% +$67.5K 0.03% 237
2025
Q4 		$224K Sell
357
-2
-0.6% -$1.24K 0.03% 162
2025
Q3 		$220K Sell
359
-92
-20% -$54.2K 0.03% 146
2025
Q2 		$256K Buy
451
+55
+14% +$28.9K 0.04% 120
2025
Q1 		$204K Buy
+396
New +$214K 0.03% 130

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

ZEGA Investments's VOO Position: Q2 2026 in Review

ZEGA Investments reduced its Vanguard S&P 500 ETF (VOO) stake by 7.5% in Q2 2026, selling an estimated $23.3K and leaving 430 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #228.

ZEGA Investments first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • ZEGA Investments held 430 shares of Vanguard S&P 500 ETF worth $295K as of Q2 2026.
  • ZEGA Investments sold 35 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard S&P 500 ETF made up 0.03% of ZEGA Investments's portfolio in Q2 2026, its #228 holding.
  • ZEGA Investments first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.