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Gilliland Jeter Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Gilliland Jeter Wealth Management’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 		– Sell
-401
Closed -$240K – 202
2026
Q1 		$240K Sell
401
-48
-11% -$30K 0.07% 168
2025
Q4 		$282K Buy
449
+31
+7% +$19.3K 0.09% 152
2025
Q3 		$256K Sell
418
-50
-11% -$29.5K 0.08% 156
2025
Q2 		$266K Buy
468
+40
+9% +$21K 0.09% 151
2025
Q1 		$220K Buy
428
+4
+0.9% +$2.16K 0.08% 161
2024
Q4 		$228K Buy
424
+300
+242% +$162K 0.08% 158
2024
Q3 		$65.4K Hold
124
– – 0.02% 273
2024
Q2 		$62K Hold
124
– – 0.02% 266
2024
Q1 		$59.6K Buy
+124
New +$56.8K 0.02% 273

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gilliland Jeter Wealth Management's VOO Position: Q2 2026 in Review

Gilliland Jeter Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 401 shares — an estimated $240K sold.

Gilliland Jeter Wealth Management first reported a position in VOO in Q1 2024 and held it in 9 quarters. The position peaked at $282K in Q4 2025. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Gilliland Jeter Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 401 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $240K.
  • Gilliland Jeter Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and held it in 9 quarters.
  • Gilliland Jeter Wealth Management's Vanguard S&P 500 ETF position peaked at $282K in Q4 2025.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.