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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
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

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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JGP Wealth Management's VOO Position: Q2 2026 in Review

JGP Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, selling an estimated $108K and leaving 820 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #147.

JGP Wealth Management first reported a position in VOO in Q4 2021 and has held it in 10 quarters since. The position peaked at $587K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • JGP Wealth Management held 820 shares of Vanguard S&P 500 ETF worth $563K as of Q2 2026.
  • JGP Wealth Management sold 162 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $108K.
  • Vanguard S&P 500 ETF made up 0.05% of JGP Wealth Management's portfolio in Q2 2026, its #147 holding.
  • JGP Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
  • JGP Wealth Management's Vanguard S&P 500 ETF position peaked at $587K in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.