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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

JDM Financial Group's VOO Position: Q1 2026 in Review

JDM Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 24% in Q1 2026, selling an estimated $58.7M and leaving 300,823 shares worth $18M. The position accounts for 6.92% of the portfolio, ranked #5.

JDM Financial Group first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.4M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • JDM Financial Group held 300,823 shares of Vanguard S&P 500 ETF worth $18M as of Q1 2026.
  • JDM Financial Group sold 93,795 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $58.7M.
  • Vanguard S&P 500 ETF made up 6.92% of JDM Financial Group's portfolio in Q1 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 14 quarters since.
  • JDM Financial Group's Vanguard S&P 500 ETF position peaked at $37.4M in Q2 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.