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
Q2 		$102M Buy
+147,919
New +$98.6M 1.74% 4
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

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

J.W. Cole Advisors's VOO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 147,919 shares worth $102M. The stake represents 1.74% of the portfolio and ranks #4 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VOO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VOO in Q4 2019 and has held it in 24 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • J.W. Cole Advisors held 147,919 shares of Vanguard S&P 500 ETF worth $102M as of Q2 2026.
  • Vanguard S&P 500 ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard S&P 500 ETF made up 1.74% of J.W. Cole Advisors's portfolio in Q2 2026, its #4 holding.
  • J.W. Cole Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.