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

Zullo 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	$2.76M	Buy	4,015 +25	+0.6%	+$16.7K	0.94%	23
2026 Q1	$2.38M	Hold	3,990	–	–	0.9%	23
2025 Q4	$2.5M	Hold	3,990	–	–	0.92%	25
2025 Q3	$2.44M	Hold	3,990	–	–	0.9%	24
2025 Q2	$2.27M	Hold	3,990	–	–	0.92%	24
2025 Q1	$2.05M	Hold	3,990	–	–	0.88%	28
2024 Q4	$2.15M	Hold	3,990	–	–	0.87%	28
2024 Q3	$2.11M	Hold	3,990	–	–	0.87%	27
2024 Q2	$2M	Sell	3,990 -201	-5%	-$96.7K	0.88%	27
2024 Q1	$2.01M	Hold	4,191	–	–	0.94%	24
2023 Q4	$1.83M	Hold	4,191	–	–	0.94%	27
2023 Q3	$1.65M	Hold	4,191	–	–	0.96%	26
2023 Q2	$1.71M	Hold	4,191	–	–	0.97%	26
2023 Q1	$1.58M	Buy	4,191 +100	+2%	+$36.7K	0.98%	25
2022 Q4	$1.44M	Buy	4,091 +100	+3%	+$35.3K	0.88%	25
2022 Q3	$1.31M	Buy	3,991 +200	+5%	+$73K	0.85%	25
2022 Q2	$1.31M	Hold	3,791	–	–	0.82%	26
2022 Q1	$1.57M	Hold	3,791	–	–	0.82%	24
2021 Q4	$1.66M	Buy	+3,791	New	+$1.6M	0.85%	21

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Zullo Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.63% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,015 shares worth $2.76M. The position accounts for 0.94% of the portfolio, ranked #23.

Zullo Investment Group first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Zullo Investment Group held 4,015 shares of Vanguard S&P 500 ETF worth $2.76M as of Q2 2026.
Zullo Investment Group bought 25 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
Vanguard S&P 500 ETF made up 0.94% of Zullo Investment Group's portfolio in Q2 2026, its #23 holding.
Zullo Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.