JWM
VOO icon

Jackson Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Jackson Wealth 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
Q1 		$38.6M Sell
64,528
-283
-0.4% -$177K 3.97% 7
2025
Q4 		$40.6M Buy
64,811
+3,827
+6% +$2.38M 3.96% 7
2025
Q3 		$37.3M Sell
60,984
-22
-0% -$13K 3.73% 7
2025
Q2 		$34.7M Buy
61,006
+2,106
+4% +$1.11M 3.77% 7
2025
Q1 		$30.3M Sell
58,900
-72,502
-55% -$39.2M 3.68% 5
2024
Q4 		$70.8M Buy
131,402
+37,797
+40% +$20.5M 8.03% 2
2024
Q3 		$49.4M Buy
93,605
+14,897
+19% +$7.57M 5.9% 4
2024
Q2 		$39.4M Sell
78,708
-38,150
-33% -$18.4M 8.44% 2
2024
Q1 		$56.2M Sell
116,858
-3,515
-3% -$1.61M 7.02% 2
2023
Q4 		$52.6M Buy
120,373
+63,435
+111% +$26M 6.92% 2
2023
Q3 		$22.4M Buy
56,938
+2,088
+4% +$854K 3.2% 5
2023
Q2 		$22.3M Buy
+54,850
New +$21.2M 3.28% 7
2022
Q4 		– Sell
-58,721
Closed -$19.3M – 109
2022
Q3 		$19.3M Buy
58,721
+36,782
+168% +$13.4M 3.8% 7
2022
Q2 		$7.61M Sell
21,939
-27,656
-56% -$10.4M 3.53% 7
2022
Q1 		$20.6M Sell
49,595
-3,357
-6% -$1.37M 2.86% 10
2021
Q4 		$23.1M Buy
52,952
+23,610
+80% +$9.97M 2.93% 6
2021
Q3 		$117K Sell
29,342
-602
-2% -$244K 1.42% 17
2021
Q2 		$11.8M Sell
29,944
-24,589
-45% -$9.44M 1.49% 20
2021
Q1 		$19.9M Sell
54,533
-7,788
-12% -$2.76M 2.98% 7
2020
Q4 		$21.4M Buy
62,321
+39,621
+175% +$12.9M 2.92% 9
2020
Q3 		$6.98M Buy
22,700
+174
+0.8% +$53K 1.05% 21
2020
Q2 		$6.38M Buy
+22,526
New +$6.06M 1.13% 22

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 Wealth Management's VOO Position: Q1 2026 in Review

Jackson Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.44% in Q1 2026, selling an estimated $177K and leaving 64,528 shares worth $38.6M. The position accounts for 3.97% of the portfolio, ranked #7.

Jackson Wealth Management first reported a position in VOO in Q2 2020 and has held it in 22 quarters since. The position peaked at $70.8M in Q4 2024. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Jackson Wealth Management held 64,528 shares of Vanguard S&P 500 ETF worth $38.6M as of Q1 2026.
  • Jackson Wealth Management sold 283 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $177K.
  • Vanguard S&P 500 ETF made up 3.97% of Jackson Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Jackson Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 22 quarters since.
  • Jackson Wealth Management's Vanguard S&P 500 ETF position peaked at $70.8M in Q4 2024.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.