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

DHJJ Financial 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 Q1	$1.03M	Buy	1,727 +21	+1%	+$13.1K	0.34%	55
2025 Q4	$1.07M	Buy	1,706 +61	+4%	+$37.9K	0.36%	53
2025 Q3	$1.01M	Buy	1,645 +86	+6%	+$50.7K	0.34%	56
2025 Q2	$885K	Buy	1,559 +147	+10%	+$77.3K	0.32%	60
2025 Q1	$726K	Sell	1,412 -761	-35%	-$411K	0.29%	63
2024 Q4	$1.17M	Buy	2,173 +170	+8%	+$92.1K	0.46%	43
2024 Q3	$1.06M	Buy	2,003 +80	+4%	+$40.7K	0.42%	43
2024 Q2	$962K	Buy	1,923 +115	+6%	+$55.3K	0.41%	43
2024 Q1	$869K	Buy	1,808 +1,213	+204%	+$555K	0.38%	49
2023 Q4	$260K	Buy	595 +1	+0.2%	+$409	0.12%	117
2023 Q3	$233K	Buy	594 +14	+2%	+$5.72K	0.12%	118
2023 Q2	$236K	Hold	580	–	–	0.12%	125
2023 Q1	$218K	Buy	+580	New	+$213K	0.12%	132

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

DHJJ Financial Advisors's VOO Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q1 2026, buying an estimated $13.1K and bringing the position to 1,727 shares worth $1.03M. The position accounts for 0.34% of the portfolio, ranked #55.

DHJJ Financial Advisors first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q4 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

DHJJ Financial Advisors held 1,727 shares of Vanguard S&P 500 ETF worth $1.03M as of Q1 2026.
DHJJ Financial Advisors bought 21 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $13.1K.
Vanguard S&P 500 ETF made up 0.34% of DHJJ Financial Advisors's portfolio in Q1 2026, its #55 holding.
DHJJ Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
DHJJ Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.17M in Q4 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.