JFG
VOO icon

JDM Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

JDM Financial Group’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 		$19.9M Buy
340,560
+39,737
+13% +$26.5M 6.78% 5
2026
Q1 		$18M Sell
300,823
-93,795
-24% -$58.7M 6.92% 5
2025
Q4 		$19.4M Buy
394,618
+336,419
+578% +$209M 7.54% 5
2025
Q3 		$24.3M Sell
58,199
-7,585
-12% -$4.47M 10.19% 3
2025
Q2 		$37.4M Sell
65,784
-817
-1% -$429K 17.63% 1
2025
Q1 		$34.2M Sell
66,601
-1,149
-2% -$621K 17.37% 1
2024
Q4 		$36.5M Buy
67,750
+346
+0.5% +$187K 18.97% 1
2024
Q3 		$35.6M Sell
67,404
-6,862
-9% -$3.49M 19.34% 1
2024
Q2 		$37.1M Buy
74,266
+2,932
+4% +$1.41M 25.09% 1
2024
Q1 		$34.3M Buy
71,334
+1,871
+3% +$856K 25% 1
2023
Q4 		$30.3M Sell
69,463
-32
-0% -$13.1K 25.17% 1
2023
Q3 		$27.3M Sell
69,495
-1,721
-2% -$704K 25.16% 1
2023
Q2 		$29M Sell
71,216
-672
-0.9% -$259K 25.2% 1
2023
Q1 		$27M Sell
71,888
-1,671
-2% -$613K 24.91% 1
2022
Q4 		$25.8M Buy
+73,559
New +$26M 24.73% 1

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

JDM Financial Group's VOO Position: Q2 2026 in Review

JDM Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, buying an estimated $26.5M and bringing the position to 340,560 shares worth $19.9M. The position accounts for 6.78% of the portfolio, ranked #5.

JDM Financial Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.4M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • JDM Financial Group held 340,560 shares of Vanguard S&P 500 ETF worth $19.9M as of Q2 2026.
  • JDM Financial Group bought 39,737 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26.5M.
  • Vanguard S&P 500 ETF made up 6.78% of JDM Financial Group's portfolio in Q2 2026, its #5 holding.
  • JDM Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • JDM Financial Group's Vanguard S&P 500 ETF position peaked at $37.4M in Q2 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.