ZIG
VOO icon

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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Zuckerman Investment Group's VOO Position: Q1 2026 in Review

Zuckerman Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 4.1% in Q1 2026, buying an estimated $731K and bringing the position to 29,952 shares worth $17.9M. The position accounts for 1.68% of the portfolio, ranked #25.

Zuckerman Investment Group first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $18.1M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Zuckerman Investment Group held 29,952 shares of Vanguard S&P 500 ETF worth $17.9M as of Q1 2026.
  • Zuckerman Investment Group bought 1,169 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $731K.
  • Vanguard S&P 500 ETF made up 1.68% of Zuckerman Investment Group's portfolio in Q1 2026, its #25 holding.
  • Zuckerman Investment Group first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • Zuckerman Investment Group's Vanguard S&P 500 ETF position peaked at $18.1M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.