J. Safra Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

J. Safra Asset 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 Q1	$10.4M	Buy	17,337 +30	+0.2%	+$18.8K	0.56%	26
2025 Q4	$10.9M	Buy	+17,307	New	+$10.8M	0.57%	25
2025 Q1	–	Sell	-10,585	Closed	-$5.73M	–	399
2024 Q4	$5.73M	Buy	+10,585	New	+$5.73M	0.47%	25
2016 Q4	$257K	Buy	1,252 +500	+66%	+$100K	0.49%	17
2016 Q3	$149K	Buy	+752	New	+$149K	0.26%	19

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

J. Safra Asset Management's VOO Position: Q1 2026 in Review

J. Safra Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q1 2026, buying an estimated $18.8K and bringing the position to 17,337 shares worth $10.4M. The position accounts for 0.56% of the portfolio, ranked #26.

J. Safra Asset Management first reported a position in VOO in Q3 2016 and has held it in 5 quarters since. The position peaked at $10.9M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

J. Safra Asset Management held 17,337 shares of Vanguard S&P 500 ETF worth $10.4M as of Q1 2026.
J. Safra Asset Management bought 30 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $18.8K.
Vanguard S&P 500 ETF made up 0.56% of J. Safra Asset Management's portfolio in Q1 2026, its #26 holding.
J. Safra Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 5 quarters since.
J. Safra Asset Management's Vanguard S&P 500 ETF position peaked at $10.9M in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.