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

Jamison Private 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	$1.22M	Buy	1,775 +4	+0.2%	+$2.67K	0.12%	115
2026 Q1	$1.06M	Buy	1,771 +978	+123%	+$612K	0.13%	115
2025 Q4	$498K	Sell	793 -13	-2%	-$8.08K	0.06%	156
2025 Q3	$494K	Hold	806	–	–	0.06%	159
2025 Q2	$458K	Sell	806 -468	-37%	-$246K	0.07%	155
2025 Q1	$655K	Buy	1,274 +3	+0.2%	+$1.62K	0.1%	124
2024 Q4	$685K	Buy	1,271 +65	+5%	+$35.2K	0.1%	120
2024 Q3	$636K	Buy	1,206 +3	+0.2%	+$1.52K	0.1%	126
2024 Q2	$602K	Buy	1,203 +64	+6%	+$30.8K	0.1%	124
2024 Q1	$548K	Buy	1,139 +80	+8%	+$36.6K	0.09%	130
2023 Q4	$463K	Sell	1,059 -69	-6%	-$28.2K	0.09%	134
2023 Q3	$443K	Buy	+1,128	New	+$461K	0.09%	132

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Jamison Private Wealth Management's VOO Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,775 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #115.

Jamison Private Wealth Management first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Jamison Private Wealth Management held 1,775 shares of Vanguard S&P 500 ETF worth $1.22M as of Q2 2026.
Jamison Private Wealth Management bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 0.12% of Jamison Private Wealth Management's portfolio in Q2 2026, its #115 holding.
Jamison Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.