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JFS Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

JFS Wealth Advisors’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
Q2 		$8.75M Buy
12,737
+1,571
+14% +$1.05M 0.44% 44
2026
Q1 		$6.67M Buy
11,166
+85
+0.8% +$53.2K 0.37% 51
2025
Q4 		$6.95M Buy
11,081
+48
+0.4% +$29.8K 0.39% 49
2025
Q3 		$6.76M Sell
11,033
-695
-6% -$410K 0.4% 45
2025
Q2 		$6.66M Buy
11,728
+646
+6% +$340K 0.42% 42
2025
Q1 		$5.7M Buy
11,082
+523
+5% +$283K 0.39% 43
2024
Q4 		$5.69M Sell
10,559
-362
-3% -$196K 0.39% 45
2024
Q3 		$5.76M Buy
10,921
+8,125
+291% +$4.13M 0.39% 45
2024
Q2 		$1.4M Buy
2,796
+397
+17% +$191K 0.11% 99
2024
Q1 		$1.15M Buy
2,399
+25
+1% +$11.4K 0.09% 106
2023
Q4 		$1.04M Sell
2,374
-57
-2% -$23.3K 0.09% 104
2023
Q3 		$955K Buy
2,431
+290
+14% +$119K 0.09% 109
2023
Q2 		$872K Buy
2,141
+548
+34% +$211K 0.08% 119
2023
Q1 		$599K Buy
1,593
+536
+51% +$197K 0.06% 140
2022
Q4 		$371K Sell
1,057
-124
-10% -$43.8K 0.04% 167
2022
Q3 		$388K Buy
1,181
+23
+2% +$8.4K 0.04% 162
2022
Q2 		$402K Sell
1,158
-10
-0.9% -$3.77K 0.04% 156
2022
Q1 		$485K Sell
1,168
-88
-7% -$36K 0.05% 162
2021
Q4 		$548K Buy
1,256
+426
+51% +$180K 0.05% 152
2021
Q3 		$327K Sell
830
-135
-14% -$54.8K 0.03% 177
2021
Q2 		$380K Sell
965
-162
-14% -$62.2K 0.06% 127
2021
Q1 		$411K Hold
1,127
– – 0.08% 113
2020
Q4 		$387K Hold
1,127
– – 0.08% 110
2020
Q3 		$347K Hold
1,127
– – 0.08% 104
2020
Q2 		$319K Hold
1,127
– – 0.08% 106
2020
Q1 		$267K Sell
1,127
-151
-12% -$42.3K 0.08% 111
2019
Q4 		$378K Sell
1,278
-100
-7% -$28.3K 0.09% 102
2019
Q3 		$376K Sell
1,378
-178
-11% -$48.3K 0.1% 107
2019
Q2 		$419K Hold
1,556
– – 0.11% 102
2019
Q1 		$404K Hold
1,556
– – 0.11% 101
2018
Q4 		$358K Hold
1,556
– – 0.1% 106
2018
Q3 		$416K Buy
+1,556
New +$407K 0.11% 101
2018
Q2 		– Sell
-100
Closed -$24K – 546
2018
Q1 		$24K Hold
100
– – 0.01% 299
2017
Q4 		$25K Hold
100
– – 0.01% 308
2017
Q3 		$23K Hold
100
– – 0.01% 307
2017
Q2 		$22K Hold
100
– – 0.01% 295
2017
Q1 		$21K Hold
100
– – 0.01% 302
2016
Q4 		$21K Hold
100
– – 0.01% 302
2016
Q3 		$20K Hold
100
– – 0.01% 324
2016
Q2 		$19K Hold
100
– – 0.01% 334
2016
Q1 		$19K Hold
100
– – 0.01% 326
2015
Q4 		$19K Hold
100
– – 0.01% 330
2015
Q3 		$18K Hold
100
– – 0.01% 284
2015
Q2 		$19K Hold
100
– – 0.01% 288
2015
Q1 		$19K Hold
100
– – 0.01% 295
2014
Q4 		$19K Hold
100
– – ﹤0.01% 295
2014
Q3 		$18K Hold
100
– – ﹤0.01% 278
2014
Q2 		$18K Buy
+100
New +$17.4K ﹤0.01% 270

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JFS Wealth Advisors's VOO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $1.05M and bringing the position to 12,737 shares worth $8.75M. The position accounts for 0.44% of the portfolio, ranked #44.

JFS Wealth Advisors first reported a position in VOO in Q2 2014 and has held it in 48 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • JFS Wealth Advisors held 12,737 shares of Vanguard S&P 500 ETF worth $8.75M as of Q2 2026.
  • JFS Wealth Advisors bought 1,571 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.05M.
  • Vanguard S&P 500 ETF made up 0.44% of JFS Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • JFS Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2014 and has held it in 48 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.