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Glass Jacobson Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Glass Jacobson Investment 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 		$5.01M Buy
7,301
+199
+3% +$133K 1.56% 8
2026
Q1 		$4.24M Buy
7,102
+503
+8% +$315K 1.46% 8
2025
Q4 		$4.14M Buy
6,599
+239
+4% +$149K 1.49% 10
2025
Q3 		$3.89M Sell
6,360
-566
-8% -$334K 1.41% 10
2025
Q2 		$3.93M Sell
6,926
-4,269
-38% -$2.24M 1.52% 10
2025
Q1 		$6.03M Hold
11,195
– – 1.98% 3
2024
Q4 		$6.03M Sell
11,195
-152
-1% -$82.3K 1.98% 3
2024
Q3 		$5.99M Buy
11,347
+120
+1% +$61K 1.99% 4
2024
Q2 		$5.61M Buy
11,227
+699
+7% +$336K 2.05% 3
2024
Q1 		$5.06M Buy
10,528
+716
+7% +$328K 1.9% 4
2023
Q4 		$4.29M Buy
9,812
+2,014
+26% +$825K 1.75% 5
2023
Q3 		$3.06M Buy
7,798
+948
+14% +$388K 1.4% 10
2023
Q2 		$2.79M Buy
+6,850
New +$2.64M 1.28% 15
2022
Q4 		$1.68M Buy
+4,777
New +$1.69M 0.83% 30

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Glass Jacobson Investment Advisors's VOO Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, buying an estimated $133K and bringing the position to 7,301 shares worth $5.01M. The position accounts for 1.56% of the portfolio, ranked #8.

Glass Jacobson Investment Advisors first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.03M in Q1 2025. 3,985 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Glass Jacobson Investment Advisors held 7,301 shares of Vanguard S&P 500 ETF worth $5.01M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 199 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $133K.
  • Vanguard S&P 500 ETF made up 1.56% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Vanguard S&P 500 ETF position peaked at $6.03M in Q1 2025.
  • 3,985 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.