CWA
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CJM Wealth Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

CJM Wealth Advisers’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 		$107M Sell
156,230
-1,427
-0.9% -$951K 28.17% 1
2026
Q1 		$94.2M Sell
157,657
-5,038
-3% -$3.15M 28.7% 1
2025
Q4 		$102M Buy
162,695
+172
+0.1% +$107K 30.52% 1
2025
Q3 		$99.5M Sell
162,523
-1,962
-1% -$1.16M 30.58% 1
2025
Q2 		$93.4M Sell
164,485
-6,514
-4% -$3.42M 31.09% 1
2025
Q1 		$87.9M Buy
170,999
+2,232
+1% +$1.21M 31.03% 1
2024
Q4 		$90.9M Sell
168,767
-1,424
-0.8% -$771K 30.63% 1
2024
Q3 		$89.8M Buy
170,191
+3,100
+2% +$1.58M 30.77% 1
2024
Q2 		$83.8M Buy
167,091
+4,171
+3% +$2.01M 30.81% 1
2024
Q1 		$78.3M Buy
162,920
+2,813
+2% +$1.29M 29.68% 1
2023
Q4 		$69.9M Buy
160,107
+294
+0.2% +$120K 30.87% 1
2023
Q3 		$62.8M Buy
159,813
+9,067
+6% +$3.71M 30.54% 1
2023
Q2 		$61.4M Buy
150,746
+27,154
+22% +$10.5M 31.17% 1
2023
Q1 		$46.5M Buy
123,592
+16,362
+15% +$6M 26.46% 1
2022
Q4 		$37.7M Sell
107,230
-5,402
-5% -$1.91M 23.17% 1
2022
Q3 		$37M Buy
112,632
+9,136
+9% +$3.34M 26.33% 1
2022
Q2 		$35.9M Buy
103,496
+7,206
+7% +$2.71M 24.95% 1
2022
Q1 		$40M Buy
96,290
+8,555
+10% +$3.5M 27.36% 1
2021
Q4 		$38.3M Buy
+87,735
New +$37M 27.25% 1

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CJM Wealth Advisers's VOO Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Vanguard S&P 500 ETF (VOO) stake by 0.91% in Q2 2026, selling an estimated $951K and leaving 156,230 shares worth $107M. The position accounts for 28.17% of the portfolio, ranked #1.

CJM Wealth Advisers first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 961 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • CJM Wealth Advisers held 156,230 shares of Vanguard S&P 500 ETF worth $107M as of Q2 2026.
  • CJM Wealth Advisers sold 1,427 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $951K.
  • Vanguard S&P 500 ETF made up 28.17% of CJM Wealth Advisers's portfolio in Q2 2026, its #1 holding.
  • CJM Wealth Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 961 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.