Skip to content
Disclosery

Zhang Financial LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on VOO, newest first. How the timeline and the estimate are built.

Zhang Financial LLC held 342,986 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,986 shares
    Change vs previous 13F +16,575 shares

    6.88% of the 13F portfolio, value $235,566,309.

    13F-HR 0001776290-26-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 326,411 shares
    Change vs previous 13F +15,550 shares

    6.74% of the 13F portfolio, value $195,046,744.

    13F-HR 0001776290-26-000004 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 310,861 shares
    Change vs previous 13F +7,705 shares

    7.27% of the 13F portfolio, value $194,950,037.

    13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 303,156 shares
    Change vs previous 13F +9,519 shares

    7.54% of the 13F portfolio, value $185,646,561.

    13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 293,637 shares
    Change vs previous 13F +4,777 shares

    7.7% of the 13F portfolio, value $166,794,407.

    13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 288,860 shares
    Change vs previous 13F +15,677 shares

    7.85% of the 13F portfolio, value $148,448,255.

    13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 273,183 shares
    Change vs previous 13F +20,484 shares

    8.43% of the 13F portfolio, value $147,193,496.

    13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 252,699 shares
    Change vs previous 13F not available

    8.42% of the 13F portfolio, value $133,341,782.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).