Zevin Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Zevin Asset Management’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	$1.55M	Hold	2,601	–	–	0.22%	49
2025 Q4	$1.63M	Buy	2,601 +99	+4%	+$61.5K	0.22%	49
2025 Q3	$1.53M	Buy	2,502 +78	+3%	+$46K	0.22%	47
2025 Q2	$1.38M	Hold	2,424	–	–	0.2%	47
2025 Q1	$1.25M	Sell	2,424 -365	-13%	-$197K	0.2%	44
2024 Q4	$1.5M	Hold	2,789	–	–	0.22%	43
2024 Q3	$1.47M	Hold	2,789	–	–	0.23%	45
2024 Q2	$1.4M	Hold	2,789	–	–	0.23%	45
2024 Q1	$1.34M	Hold	2,789	–	–	0.22%	48
2023 Q4	$1.22M	Hold	2,789	–	–	0.22%	49
2023 Q3	$1.09M	Buy	+2,789	New	+$1.14M	0.22%	48

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

Zevin Asset Management's VOO Position: Q1 2026 in Review

Zevin Asset Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 2,601 shares worth $1.55M. The position accounts for 0.22% of the portfolio, ranked #49.

Zevin Asset Management first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Zevin Asset Management held 2,601 shares of Vanguard S&P 500 ETF worth $1.55M as of Q1 2026.
Zevin Asset Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.22% of Zevin Asset Management's portfolio in Q1 2026, its #49 holding.
Zevin Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Zevin Asset Management's Vanguard S&P 500 ETF position peaked at $1.63M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.