JWBC
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J.W. Burns & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

J.W. Burns & Co’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 		$1.34M Sell
1,944
-4
-0.2% -$2.67K 0.14% 90
2026
Q1 		$1.16M Sell
1,948
-13
-0.7% -$8.13K 0.13% 96
2025
Q4 		$1.23M Buy
1,961
+166
+9% +$103K 0.14% 91
2025
Q3 		$1.1M Buy
1,795
+5
+0.3% +$2.95K 0.12% 98
2025
Q2 		$1.02M Hold
1,790
– – 0.12% 96
2025
Q1 		$920K Buy
1,790
+4
+0.2% +$2.16K 0.12% 100
2024
Q4 		$962K Buy
1,786
+112
+7% +$60.7K 0.12% 98
2024
Q3 		$883K Buy
1,674
+3
+0.2% +$1.52K 0.11% 107
2024
Q2 		$836K Buy
1,671
+65
+4% +$31.3K 0.11% 104
2024
Q1 		$772K Buy
1,606
+78
+5% +$35.7K 0.11% 113
2023
Q4 		$667K Buy
1,528
+7
+0.5% +$2.87K 0.1% 117
2023
Q3 		$597K Sell
1,521
-287
-16% -$117K 0.1% 118
2023
Q2 		$736K Sell
1,808
-623
-26% -$240K 0.12% 101
2023
Q1 		$914K Buy
2,431
+4
+0.2% +$1.47K 0.16% 90
2022
Q4 		$853K Buy
2,427
+682
+39% +$241K 0.16% 91
2022
Q3 		$573K Buy
1,745
+244
+16% +$89.1K 0.11% 106
2022
Q2 		$521K Sell
1,501
-45
-3% -$17K 0.1% 113
2022
Q1 		$642K Buy
1,546
+2
+0.1% +$819 0.1% 116
2021
Q4 		$674K Buy
1,544
+36
+2% +$15.2K 0.1% 114
2021
Q3 		$595K Sell
1,508
-10
-0.7% -$4.06K 0.09% 120
2021
Q2 		$597K Sell
1,518
-22
-1% -$8.45K 0.09% 120
2021
Q1 		$561K Sell
1,540
-24
-2% -$8.51K 0.09% 118
2020
Q4 		$538K Buy
1,564
+383
+32% +$125K 0.1% 119
2020
Q3 		$363K Buy
1,181
+386
+49% +$118K 0.07% 130
2020
Q2 		$225K Buy
+795
New +$214K 0.05% 144

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

J.W. Burns & Co's VOO Position: Q2 2026 in Review

J.W. Burns & Co reduced its Vanguard S&P 500 ETF (VOO) stake by 0.21% in Q2 2026, selling an estimated $2.67K and leaving 1,944 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #90.

J.W. Burns & Co first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. 786 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • J.W. Burns & Co held 1,944 shares of Vanguard S&P 500 ETF worth $1.34M as of Q2 2026.
  • J.W. Burns & Co sold 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
  • Vanguard S&P 500 ETF made up 0.14% of J.W. Burns & Co's portfolio in Q2 2026, its #90 holding.
  • J.W. Burns & Co first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 786 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.