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 Q3	$874K	Sell	1,247 -528	-30%	-$369K	0.09%	124
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Jamison Private Wealth Management's VOO Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 30% in Q3 2026, selling an estimated $369K and leaving 1,247 shares worth $874K. The position accounts for 0.09% of the portfolio, ranked #124.

Jamison Private Wealth Management first reported a position in VOO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2026. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Jamison Private Wealth Management held 1,247 shares of Vanguard S&P 500 ETF worth $874K as of Q3 2026.
Jamison Private Wealth Management sold 528 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $369K.
Vanguard S&P 500 ETF made up 0.09% of Jamison Private Wealth Management's portfolio in Q3 2026, its #124 holding.
Jamison Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Vanguard S&P 500 ETF position peaked at $1.22M in Q2 2026.
2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.