ZIG
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Zuckerman Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Zuckerman Investment Group’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 		$20.9M Buy
30,433
+481
+2% +$321K 1.77% 22
2026
Q1 		$17.9M Buy
29,952
+1,169
+4% +$731K 1.68% 25
2025
Q4 		$18.1M Buy
28,783
+692
+2% +$430K 1.61% 26
2025
Q3 		$17.2M Buy
28,091
+270
+1% +$159K 1.59% 26
2025
Q2 		$15.8M Buy
27,821
+2,364
+9% +$1.24M 1.53% 25
2025
Q1 		$13.1M Buy
25,457
+512
+2% +$277K 1.4% 30
2024
Q4 		$13.7M Buy
24,945
+995
+4% +$539K 1.32% 31
2024
Q3 		$12.6M Buy
23,950
+186
+0.8% +$94.5K 1.3% 33
2024
Q2 		$11.9M Buy
23,764
+1,968
+9% +$947K 1.37% 33
2024
Q1 		$10.5M Buy
21,796
+1,151
+6% +$527K 1.19% 34
2023
Q4 		$9.02M Buy
20,645
+4,456
+28% +$1.82M 1.16% 35
2023
Q3 		$6.36M Buy
16,189
+1,636
+11% +$669K 0.91% 37
2023
Q2 		$5.93M Buy
14,553
+826
+6% +$319K 0.85% 40
2023
Q1 		$5.16M Sell
13,727
-240
-2% -$88K 0.78% 42
2022
Q4 		$4.91M Buy
13,967
+60
+0.4% +$21.2K 0.78% 45
2022
Q3 		$4.57M Buy
13,907
+546
+4% +$199K 0.86% 40
2022
Q2 		$4.63M Buy
13,361
+237
+2% +$89.3K 0.84% 42
2022
Q1 		$5.45M Buy
13,124
+813
+7% +$333K 0.88% 42
2021
Q4 		$5.38M Buy
12,311
+194
+2% +$81.9K 0.83% 43
2021
Q3 		$4.78M Buy
12,117
+37
+0.3% +$15K 0.79% 47
2021
Q2 		$4.75M Buy
12,080
+4,826
+67% +$1.85M 0.75% 46
2021
Q1 		$2.64M Buy
7,254
+5,301
+271% +$1.88M 0.43% 48
2020
Q4 		$671K Buy
1,953
+739
+61% +$241K 0.12% 60
2020
Q3 		$373K Buy
1,214
+136
+13% +$41.4K 0.08% 58
2020
Q2 		$306K Buy
+1,078
New +$290K 0.07% 61

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

Zuckerman Investment Group's VOO Position: Q2 2026 in Review

Zuckerman Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, buying an estimated $321K and bringing the position to 30,433 shares worth $20.9M. The position accounts for 1.77% of the portfolio, ranked #22.

Zuckerman Investment Group first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Zuckerman Investment Group held 30,433 shares of Vanguard S&P 500 ETF worth $20.9M as of Q2 2026.
  • Zuckerman Investment Group bought 481 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $321K.
  • Vanguard S&P 500 ETF made up 1.77% of Zuckerman Investment Group's portfolio in Q2 2026, its #22 holding.
  • Zuckerman Investment Group first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.