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

Janiczek 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
2024
Q2 		$1.72M Sell
3,443
-227
-6% -$109K 0.36% 34
2024
Q1 		$1.76M Sell
3,670
-167
-4% -$76.4K 0.38% 33
2023
Q4 		$1.68M Buy
3,837
+458
+14% +$188K 0.4% 27
2023
Q3 		$1.33M Buy
3,379
+1
+0% +$409 0.35% 30
2023
Q2 		$1.38M Buy
3,378
+23
+0.7% +$8.87K 0.38% 26
2023
Q1 		$1.27M Buy
3,355
+25
+0.8% +$9.17K 0.36% 29
2022
Q4 		$1.21M Sell
3,330
-7
-0.2% -$2.47K 0.34% 32
2022
Q3 		$1.1M Sell
3,337
-1,015
-23% -$371K 0.36% 31
2022
Q2 		$1.65M Buy
4,352
+1,539
+55% +$580K 0.49% 24
2022
Q1 		$1.17M Sell
2,813
-15
-0.5% -$6.14K 0.32% 31
2021
Q4 		$1.24M Buy
2,828
+1,323
+88% +$558K 0.37% 28
2021
Q3 		$594K Buy
1,505
+197
+15% +$79.9K 0.21% 38
2021
Q2 		$515K Buy
1,308
+185
+16% +$71K 0.19% 41
2021
Q1 		$409K Hold
1,123
– – 0.16% 42
2020
Q4 		$386K Sell
1,123
-115
-9% -$37.5K 0.19% 37
2020
Q3 		$381K Sell
1,238
-14
-1% -$4.26K 0.2% 32
2020
Q2 		$355K Sell
1,252
-78
-6% -$21K 0.2% 30
2020
Q1 		$315K Sell
1,330
-367
-22% -$103K 0.18% 29
2019
Q4 		$502K Sell
1,697
-100
-6% -$28.3K 0.23% 26
2019
Q3 		$490K Buy
1,797
+68
+4% +$18.5K 0.22% 26
2019
Q2 		$465K Buy
1,729
+744
+76% +$197K 0.22% 26
2019
Q1 		$256K Hold
985
– – 0.12% 33
2018
Q4 		$226K Buy
985
+642
+187% +$159K 0.11% 37
2018
Q3 		$92K Hold
343
– – 0.05% 52
2018
Q2 		$86K Buy
+343
New +$85.1K 0.05% 56

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janiczek Wealth Management's VOO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q2 2024, selling an estimated $109K and leaving 3,443 shares worth $1.72M. The position accounts for 0.36% of the portfolio, ranked #34.

Janiczek Wealth Management first reported a position in VOO in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.76M in Q1 2024. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Janiczek Wealth Management held 3,443 shares of Vanguard S&P 500 ETF worth $1.72M as of Q2 2024.
  • Janiczek Wealth Management sold 227 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $109K.
  • Vanguard S&P 500 ETF made up 0.36% of Janiczek Wealth Management's portfolio in Q2 2024, its #34 holding.
  • Janiczek Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's Vanguard S&P 500 ETF position peaked at $1.76M in Q1 2024.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.