Jessup Wealth Management
VOO icon

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
Q3 		$1.5M Buy
2,135
+16
+0.8% +$11.2K 0.31% 33
2026
Q2 		$1.46M Buy
2,119
+20
+1% +$13.3K 0.43% 36
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% +$9.5K 0.14% 62
2022
Q4 		$204K Buy
+581
New +$205K 0.13% 59

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Jessup Wealth Management's VOO Position: Q3 2026 in Review

Jessup Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.76% in Q3 2026, buying an estimated $11.2K and bringing the position to 2,135 shares worth $1.5M. The position accounts for 0.31% of the portfolio, ranked #33.

Jessup Wealth Management first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.6M in Q2 2024. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Jessup Wealth Management held 2,135 shares of Vanguard S&P 500 ETF worth $1.5M as of Q3 2026.
  • Jessup Wealth Management bought 16 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard S&P 500 ETF made up 0.31% of Jessup Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Jessup Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Jessup Wealth Management's Vanguard S&P 500 ETF position peaked at $1.6M in Q2 2024.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.