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

JGP 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	$501K	Sell	715 -105	-13%	-$73.3K	0.04%	158
2026 Q2	$563K	Sell	820 -162	-16%	-$108K	0.05%	147
2026 Q1	$587K	Buy	982 +153	+18%	+$95.7K	0.06%	135
2025 Q4	$520K	Buy	829 +199	+32%	+$124K	0.05%	150
2025 Q3	$388K	Buy	630 +8	+1%	+$4.72K	0.04%	157
2025 Q2	$353K	Sell	622 -29	-4%	-$15.2K	0.04%	154
2025 Q1	$334K	Buy	651 +45	+7%	+$24.3K	0.04%	149
2024 Q4	$327K	Buy	606 +66	+12%	+$35.7K	0.04%	148
2024 Q3	$285K	Buy	540 +140	+35%	+$71.2K	0.04%	154
2024 Q2	$200K	Buy	+400	New	+$192K	0.03%	167
2022 Q1	–	Sell	-486	Closed	-$209K	–	165
2021 Q4	$209K	Buy	+486	New	+$205K	0.04%	156

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

JGP Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2026, selling an estimated $73.3K and leaving 715 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #158.

JGP Wealth Management first reported a position in VOO in Q4 2021 and has held it in 11 quarters since. The position peaked at $587K in Q1 2026. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

JGP Wealth Management held 715 shares of Vanguard S&P 500 ETF worth $501K as of Q3 2026.
JGP Wealth Management sold 105 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $73.3K.
Vanguard S&P 500 ETF made up 0.04% of JGP Wealth Management's portfolio in Q3 2026, its #158 holding.
JGP Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
JGP Wealth Management's Vanguard S&P 500 ETF position peaked at $587K in Q1 2026.
1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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