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 		$206K Hold
300
– – 0.02% 270
2026
Q1 		$179K Buy
+300
New +$188K 0.02% 266

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 2,194 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.
  • 2,194 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.