JWCA
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J.W. Cole Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

J.W. Cole 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
Q1 		– Sell
-139,225
Closed -$73.4M – 1463
2025
Q4 		$73.4M Sell
139,225
-13,052
-9% -$8.11M 1.78% 6
2025
Q3 		$93.3M Buy
152,277
+6,941
+5% +$4.09M 1.78% 6
2025
Q2 		$82.6M Buy
145,336
+42,263
+41% +$22.2M 1.76% 6
2025
Q1 		$53M Sell
103,073
-76,267
-43% -$41.2M 1.64% 7
2024
Q4 		$96.6M Buy
179,340
+26,134
+17% +$14.2M 3.9% 2
2024
Q3 		$80.8M Buy
153,206
+9,406
+7% +$4.78M 3.39% 2
2024
Q2 		$71.9M Buy
143,800
+50,702
+54% +$24.4M 3.38% 2
2024
Q1 		$44.7M Buy
93,098
+60,530
+186% +$27.7M 2.26% 6
2023
Q4 		$14.2M Buy
32,568
+14,809
+83% +$6.06M 0.83% 18
2023
Q3 		$6.97M Buy
17,759
+1,089
+7% +$445K 0.51% 36
2023
Q2 		$6.79M Sell
16,670
-1,481
-8% -$571K 0.48% 38
2023
Q1 		$6.83M Sell
18,151
-4,177
-19% -$1.53M 0.49% 37
2022
Q4 		$7.84M Sell
22,328
-3,589
-14% -$1.27M 0.6% 30
2022
Q3 		$8.51M Sell
25,917
-10,353
-29% -$3.78M 0.71% 18
2022
Q2 		$12.6M Buy
36,270
+20,983
+137% +$7.9M 1% 9
2022
Q1 		$6.35M Sell
15,287
-1,099
-7% -$450K 0.43% 46
2021
Q4 		$7.15M Buy
+16,386
New +$6.92M 0.47% 38
2021
Q3 		– Sell
-23,212
Closed -$9.13M – 779
2021
Q2 		$9.13M Buy
23,212
+1,924
+9% +$739K 0.72% 18
2021
Q1 		$7.75M Sell
21,288
-993
-4% -$352K 0.75% 19
2020
Q4 		$7.66M Sell
22,281
-6,522
-23% -$2.13M 0.8% 17
2020
Q3 		$8.86M Buy
28,803
+8,445
+41% +$2.57M 0.68% 22
2020
Q2 		$5.77M Buy
+20,358
New +$5.48M 0.87% 26
2020
Q1 		– Sell
-23,223
Closed -$6.87M – 495
2019
Q4 		$6.87M Buy
+23,223
New +$6.57M 0.87% 21

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

J.W. Cole Advisors's VOO Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 139,225 shares — an estimated $73.4M sold.

J.W. Cole Advisors first reported a position in VOO in Q4 2019 and held it in 23 quarters. The position peaked at $96.6M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 139,225 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $73.4M.
  • J.W. Cole Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's Vanguard S&P 500 ETF position peaked at $96.6M in Q4 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.