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 Q2	$13.4M	Buy	19,499 +2,162	+12%	+$1.44M	0.62%	25
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

J. Safra Asset Management's VOO Position: Q2 2026 in Review

J. Safra Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $1.44M and bringing the position to 19,499 shares worth $13.4M. The position accounts for 0.62% of the portfolio, ranked #25.

J. Safra Asset Management first reported a position in VOO in Q3 2016 and has held it in 6 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

J. Safra Asset Management held 19,499 shares of Vanguard S&P 500 ETF worth $13.4M as of Q2 2026.
J. Safra Asset Management bought 2,162 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.44M.
Vanguard S&P 500 ETF made up 0.62% of J. Safra Asset Management's portfolio in Q2 2026, its #25 holding.
J. Safra Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 6 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.