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Jackson Grant Investment Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

Jackson Grant Investment Advisers’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 		$5.46M Sell
9,131
-29
-0.3% -$18.1K 1.82% 11
2025
Q4 		$5.74M Sell
9,160
-16
-0.2% -$9.94K 1.89% 11
2025
Q3 		$5.62M Buy
9,176
+1,205
+15% +$710K 1.88% 11
2025
Q2 		$4.53M Buy
7,971
+80
+1% +$42K 1.66% 14
2025
Q1 		$4.06M Sell
7,891
-187
-2% -$101K 1.57% 15
2024
Q4 		$4.35M Sell
8,078
-426
-5% -$231K 1.67% 14
2024
Q3 		$4.49M Buy
8,504
+858
+11% +$436K 1.68% 15
2024
Q2 		$3.82M Buy
7,646
+397
+5% +$191K 1.54% 16
2024
Q1 		$3.48M Sell
7,249
-20
-0.3% -$9.15K 1.43% 17
2023
Q4 		$3.18M Buy
7,269
+88
+1% +$36K 1.41% 18
2023
Q3 		$2.82M Buy
7,181
+18
+0.3% +$7.36K 1.36% 18
2023
Q2 		$2.92M Hold
7,163
– – 1.35% 18
2023
Q1 		$2.69M Buy
7,163
+112
+2% +$41.1K 1.27% 18
2022
Q4 		$2.48M Buy
7,051
+100
+1% +$35.3K 1.2% 19
2022
Q3 		$2.28M Buy
6,951
+117
+2% +$42.7K 1.19% 18
2022
Q2 		$2.37M Hold
6,834
– – 1.17% 18
2022
Q1 		$2.84M Buy
+6,834
New +$2.8M 1.19% 18
2021
Q4 		– Sell
-6,549
Closed -$2.58M – 330
2021
Q3 		$2.58M Sell
6,549
-147
-2% -$59.6K 1.15% 20
2021
Q2 		$2.63M Sell
6,696
-179
-3% -$68.7K 1.16% 19
2021
Q1 		$2.5M Buy
6,875
+19
+0.3% +$6.74K 1.15% 18
2020
Q4 		$2.36M Buy
6,856
+155
+2% +$50.5K 1.2% 17
2020
Q3 		$2.06M Buy
6,701
+31
+0.5% +$9.44K 1.24% 18
2020
Q2 		$1.89M Hold
6,670
– – 1.2% 17
2020
Q1 		$1.58M Buy
6,670
+253
+4% +$70.9K 1.17% 17
2019
Q4 		$1.9M Sell
6,417
-223
-3% -$63.1K 1.03% 18
2019
Q3 		$1.81M Buy
6,640
+72
+1% +$19.5K 1.03% 18
2019
Q2 		$1.77M Hold
6,568
– – 1.03% 18
2019
Q1 		$1.71M Sell
6,568
-607
-8% -$152K 1.02% 18
2018
Q4 		$1.65M Buy
7,175
+64
+0.9% +$15.9K 1.16% 17
2018
Q3 		$1.9M Buy
7,111
+865
+14% +$226K 1.19% 17
2018
Q2 		$1.56M Sell
6,246
-890
-12% -$221K 1.07% 19
2018
Q1 		$1.73M Buy
7,136
+320
+5% +$80.3K 1.21% 18
2017
Q4 		$1.67M Buy
6,816
+2,078
+44% +$497K 1.13% 17
2017
Q3 		$1.09M Buy
4,738
+176
+4% +$39.9K 0.79% 24
2017
Q2 		$1.01M Buy
4,562
+148
+3% +$32.6K 0.79% 25
2017
Q1 		$955K Buy
4,414
+241
+6% +$51.4K 0.77% 24
2016
Q4 		$857K Buy
4,173
+288
+7% +$57.8K 0.73% 26
2016
Q3 		$772K Buy
3,885
+61
+2% +$12.1K 0.64% 28
2016
Q2 		$735K Buy
3,824
+19
+0.5% +$3.62K 0.65% 26
2016
Q1 		$717K Sell
3,805
-939
-20% -$168K 0.66% 27
2015
Q4 		$887K Buy
+4,744
New +$893K 0.84% 25

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

Jackson Grant Investment Advisers's VOO Position: Q1 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard S&P 500 ETF (VOO) stake by 0.32% in Q1 2026, selling an estimated $18.1K and leaving 9,131 shares worth $5.46M. The position accounts for 1.82% of the portfolio, ranked #11.

Jackson Grant Investment Advisers first reported a position in VOO in Q4 2015 and has held it in 41 quarters since. The position peaked at $5.74M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Jackson Grant Investment Advisers held 9,131 shares of Vanguard S&P 500 ETF worth $5.46M as of Q1 2026.
  • Jackson Grant Investment Advisers sold 29 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $18.1K.
  • Vanguard S&P 500 ETF made up 1.82% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #11 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 41 quarters since.
  • Jackson Grant Investment Advisers's Vanguard S&P 500 ETF position peaked at $5.74M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.