JB Capital
VOO icon

JB Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

JB Capital’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 		$3.09M Buy
4,403
+127
+3% +$88.7K 0.11% 101
2026
Q2 		$2.94M Buy
4,276
+4
+0.1% +$2.67K 0.1% 105
2026
Q1 		$2.55M Sell
4,272
-24
-0.6% -$15K 0.1% 98
2025
Q4 		$2.69M Buy
4,296
+23
+0.5% +$14.3K 0.11% 101
2025
Q3 		$2.62M Buy
4,273
+91
+2% +$53.6K 0.11% 101
2025
Q2 		$2.38M Buy
4,182
+147
+4% +$77.3K 0.12% 93
2025
Q1 		$2.07M Buy
4,035
+16
+0.4% +$8.65K 0.11% 96
2024
Q4 		$2.17M Sell
4,019
-8
-0.2% -$4.33K 0.12% 87
2024
Q3 		$2.13M Buy
4,027
+275
+7% +$140K 0.12% 92
2024
Q2 		$1.88M Buy
3,752
+554
+17% +$267K 0.12% 91
2024
Q1 		$1.54M Buy
3,198
+85
+3% +$38.9K 0.1% 97
2023
Q4 		$1.36M Buy
3,113
+41
+1% +$16.8K 0.1% 90
2023
Q3 		$1.21M Buy
3,072
+90
+3% +$36.8K 0.1% 89
2023
Q2 		$1.21M Buy
2,982
+90
+3% +$34.7K 0.1% 81
2023
Q1 		$1.09M Sell
2,892
-14
-0.5% -$5.13K 0.1% 77
2022
Q4 		$1.02M Buy
2,906
+385
+15% +$136K 0.1% 79
2022
Q3 		$827K Sell
2,521
-12
-0.5% -$4.38K 0.09% 85
2022
Q2 		$879K Sell
2,533
-9
-0.4% -$3.39K 0.09% 114
2022
Q1 		$1.06M Sell
2,542
-105
-4% -$43K 0.1% 97
2021
Q4 		$1.16M Sell
2,647
-86
-3% -$36.3K 0.11% 92
2021
Q3 		$1.08M Buy
+2,733
New +$1.11M 0.14% 96

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

JB Capital's VOO Position: Q3 2026 in Review

JB Capital increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q3 2026, buying an estimated $88.7K and bringing the position to 4,403 shares worth $3.09M. The position accounts for 0.11% of the portfolio, ranked #101.

JB Capital first reported a position in VOO in Q3 2021 and has held it in 21 quarters since. 1,414 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • JB Capital held 4,403 shares of Vanguard S&P 500 ETF worth $3.09M as of Q3 2026.
  • JB Capital bought 127 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $88.7K.
  • Vanguard S&P 500 ETF made up 0.11% of JB Capital's portfolio in Q3 2026, its #101 holding.
  • JB Capital first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.