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

JFG 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
2025
Q3 		$523K Hold
854
– – 0.1% 45
2025
Q2 		$485K Sell
854
-1
-0.1% -$526 0.1% 43
2025
Q1 		$439K Sell
855
-1,555
-65% -$841K 0.1% 50
2024
Q4 		$1.3M Sell
2,410
-371
-13% -$201K 0.3% 33
2024
Q3 		$1.47M Buy
2,781
+1,907
+218% +$969K 0.4% 22
2024
Q2 		$437K Buy
+874
New +$421K 0.12% 35

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JFG Wealth Management's VOO Position: Q3 2025 in Review

JFG Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2025 at 854 shares worth $523K. The position accounts for 0.1% of the portfolio, ranked #45.

JFG Wealth Management first reported a position in VOO in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.47M in Q3 2024. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • JFG Wealth Management held 854 shares of Vanguard S&P 500 ETF worth $523K as of Q3 2025.
  • JFG Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2025.
  • Vanguard S&P 500 ETF made up 0.1% of JFG Wealth Management's portfolio in Q3 2025, its #45 holding.
  • JFG Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
  • JFG Wealth Management's Vanguard S&P 500 ETF position peaked at $1.47M in Q3 2024.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.