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

Jessup 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
2026 Q1	$1.25M	Sell	2,099 -2	-0.1%	-$1.25K	0.46%	31
2025 Q4	$1.32M	Buy	2,101 +90	+4%	+$55.9K	0.44%	38
2025 Q3	$1.23M	Buy	2,011 +224	+13%	+$132K	0.46%	33
2025 Q2	$1.02M	Sell	1,787 -27	-1%	-$14.2K	0.41%	38
2025 Q1	$932K	Buy	1,814 +343	+23%	+$185K	0.39%	37
2024 Q4	$793K	Buy	1,471 +251	+21%	+$136K	0.34%	36
2024 Q3	$644K	Sell	1,220 -1,976	-62%	-$1M	0.3%	35
2024 Q2	$1.6M	Sell	3,196 -86	-3%	-$41.4K	0.68%	30
2024 Q1	$1.58M	Buy	3,282 +360	+12%	+$165K	0.68%	33
2023 Q4	$1.28M	Buy	2,922 +2,303	+372%	+$943K	0.64%	29
2023 Q3	$243K	Sell	619 -23	-4%	-$9.4K	0.14%	47
2023 Q2	$262K	Buy	642 +35	+6%	+$13.5K	0.14%	56
2023 Q1	$228K	Buy	607 +26	+4%	+$9.54K	0.14%	62
2022 Q4	$204K	Buy	+581	New	+$205K	0.13%	59

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

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

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

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Jessup Wealth Management's VOO Position: Q1 2026 in Review

Jessup Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.1% in Q1 2026, selling an estimated $1.25K and leaving 2,099 shares worth $1.25M. The position accounts for 0.46% of the portfolio, ranked #31.

Jessup Wealth Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q2 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Jessup Wealth Management held 2,099 shares of Vanguard S&P 500 ETF worth $1.25M as of Q1 2026.
Jessup Wealth Management sold 2 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25K.
Vanguard S&P 500 ETF made up 0.46% of Jessup Wealth Management's portfolio in Q1 2026, its #31 holding.
Jessup Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Jessup Wealth Management's Vanguard S&P 500 ETF position peaked at $1.6M in Q2 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.