JWM
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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
Q2 		$2.37M Sell
3,452
-61,076
-95% -$40.7M 1.4% 14
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

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

Jackson Wealth Management's VOO Position: Q2 2026 in Review

Jackson Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 95% in Q2 2026, selling an estimated $40.7M and leaving 3,452 shares worth $2.37M. The position accounts for 1.4% of the portfolio, ranked #14.

Jackson Wealth Management first reported a position in VOO in Q2 2020 and has held it in 23 quarters since. The position peaked at $70.8M in Q4 2024. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Jackson Wealth Management held 3,452 shares of Vanguard S&P 500 ETF worth $2.37M as of Q2 2026.
  • Jackson Wealth Management sold 61,076 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40.7M.
  • Vanguard S&P 500 ETF made up 1.4% of Jackson Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Jackson Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 23 quarters since.
  • Jackson Wealth Management's Vanguard S&P 500 ETF position peaked at $70.8M in Q4 2024.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.