Jentner Corp’s Vanguard S&P 500 ETF VOO Stock Holding History

Jentner Corp’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
2025 Q2	$375K	Hold	660	–	–	0.1%	42
2025 Q1	$339K	Hold	660	–	–	0.1%	42
2024 Q4	$356K	Sell	660 -9	-1%	-$4.88K	0.1%	43
2024 Q3	$353K	Buy	669 +2	+0.3%	+$1.02K	0.11%	40
2024 Q2	$334K	Sell	667 -10	-1%	-$4.81K	0.11%	37
2024 Q1	$325K	Hold	677	–	–	0.11%	38
2023 Q4	$296K	Sell	677 -11	-2%	-$4.5K	0.11%	39
2023 Q3	$270K	Hold	688	–	–	0.17%	37
2023 Q2	$280K	Hold	688	–	–	0.17%	38
2023 Q1	$259K	Hold	688	–	–	0.18%	38
2022 Q4	$242K	Buy	+688	New	+$243K	0.18%	41
2022 Q2	–	Sell	-506	Closed	-$210K	–	39
2022 Q1	$210K	Buy	506 +17	+3%	+$6.96K	0.15%	35
2021 Q4	$213K	Buy	+489	New	+$206K	0.14%	34

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jentner Corp's VOO Position: Q2 2025 in Review

Jentner Corp held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2025 at 660 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #42.

Jentner Corp first reported a position in VOO in Q4 2021 and has held it in 13 quarters since. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Jentner Corp held 660 shares of Vanguard S&P 500 ETF worth $375K as of Q2 2025.
Jentner Corp left its Vanguard S&P 500 ETF share count unchanged in Q2 2025.
Vanguard S&P 500 ETF made up 0.1% of Jentner Corp's portfolio in Q2 2025, its #42 holding.
Jentner Corp first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.