AJ Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

AJ Advisors’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	$76.7M	Buy	111,684 +2,786	+3%	+$1.86M	23.83%	1
2026 Q1	$65.1M	Buy	108,898 +4,446	+4%	+$2.78M	24.14%	1
2025 Q4	$65.5M	Buy	104,452 +4,278	+4%	+$2.66M	24.18%	1
2025 Q3	$61.3M	Buy	100,174 +1,779	+2%	+$1.05M	25.11%	1
2025 Q2	$55.9M	Sell	98,395 -2,909	-3%	-$1.53M	24.87%	1
2025 Q1	$52.1M	Buy	101,304 +3,334	+3%	+$1.8M	26.65%	1
2024 Q4	$52.8M	Buy	97,970 +1,775	+2%	+$961K	27.39%	1
2024 Q3	$50.8M	Buy	96,195 +3,228	+3%	+$1.64M	26.03%	1
2024 Q2	$46.5M	Buy	92,967 +3,800	+4%	+$1.83M	25.71%	1
2024 Q1	$42.9M	Buy	89,167 +3,447	+4%	+$1.58M	23.64%	1
2023 Q4	$37.4M	Buy	85,720 +3,656	+4%	+$1.5M	23.03%	1
2023 Q3	$32.2M	Buy	82,064 +3,243	+4%	+$1.33M	24.23%	1
2023 Q2	$32.1M	Buy	78,821 +174	+0.2%	+$67.1K	22.33%	1
2023 Q1	$29.6M	Buy	78,647 +4,216	+6%	+$1.55M	21.72%	1
2022 Q4	$26.2M	Buy	+74,431	New	+$26.3M	20.97%	1

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

AJ Advisors's VOO Position: Q2 2026 in Review

AJ Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q2 2026, buying an estimated $1.86M and bringing the position to 111,684 shares worth $76.7M. The position accounts for 23.83% of the portfolio, ranked #1.

AJ Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

AJ Advisors held 111,684 shares of Vanguard S&P 500 ETF worth $76.7M as of Q2 2026.
AJ Advisors bought 2,786 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.86M.
Vanguard S&P 500 ETF made up 23.83% of AJ Advisors's portfolio in Q2 2026, its #1 holding.
AJ Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.