JNBA Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $706K | Sell |
1,182
-42
| -3% | -$26.3K | 0.06% | 122 |
|
|
2025
Q4 | $768K | Buy |
1,224
+69
| +6% | +$42.9K | 0.07% | 117 |
|
|
2025
Q3 | $707K | Hold |
1,155
| – | – | 0.06% | 120 |
|
|
2025
Q2 | $656K | Buy |
1,155
+10
| +0.9% | +$5.26K | 0.06% | 121 |
|
|
2025
Q1 | $589K | Sell |
1,145
-101
| -8% | -$54.6K | 0.06% | 122 |
|
|
2024
Q4 | $671K | Buy |
1,246
+86
| +7% | +$46.6K | 0.07% | 113 |
|
|
2024
Q3 | $612K | Buy |
1,160
+111
| +11% | +$56.4K | 0.06% | 119 |
|
|
2024
Q2 | $525K | Hold |
1,049
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $504K | Hold |
1,049
| – | – | 0.05% | 132 |
|
|
2023
Q4 | $458K | Hold |
1,049
| – | – | 0.05% | 140 |
|
|
2023
Q3 | $412K | Buy |
1,049
+224
| +27% | +$91.6K | 0.05% | 138 |
|
|
2023
Q2 | $336K | Hold |
825
| – | – | 0.04% | 160 |
|
|
2023
Q1 | $310K | Buy |
825
+44
| +6% | +$16.1K | 0.04% | 162 |
|
|
2022
Q4 | $274K | Sell |
781
-86
| -10% | -$30.4K | 0.04% | 164 |
|
|
2022
Q3 | $285K | Sell |
867
-5
| -0.6% | -$1.83K | 0.04% | 159 |
|
|
2022
Q2 | $302K | Buy |
872
+86
| +11% | +$32.4K | 0.05% | 150 |
|
|
2022
Q1 | $326K | Buy |
786
+30
| +4% | +$12.3K | 0.04% | 154 |
|
|
2021
Q4 | $330K | Hold |
756
| – | – | 0.04% | 160 |
|
|
2021
Q3 | $298K | Buy |
756
+86
| +13% | +$34.9K | 0.04% | 163 |
|
|
2021
Q2 | $264K | Hold |
670
| – | – | 0.04% | 172 |
|
|
2021
Q1 | $244K | Hold |
670
| – | – | 0.04% | 172 |
|
|
2020
Q4 | $230K | Buy |
+670
| New | +$218K | 0.04% | 168 |
|
|
2020
Q2 | – | Sell |
-39
| Closed | -$9K | – | 586 |
|
|
2020
Q1 | $9K | Hold |
39
| – | – | ﹤0.01% | 405 |
|
|
2019
Q4 | $12K | Hold |
39
| – | – | ﹤0.01% | 420 |
|
|
2019
Q3 | $11K | Sell |
39
-18
| -32% | -$4.89K | ﹤0.01% | 400 |
|
|
2019
Q2 | $15K | Hold |
57
| – | – | ﹤0.01% | 394 |
|
|
2019
Q1 | $15K | Sell |
57
-20
| -26% | -$5K | ﹤0.01% | 363 |
|
|
2018
Q4 | $18K | Buy |
77
+53
| +221% | +$13.1K | ﹤0.01% | 319 |
|
|
2018
Q3 | $6K | Buy |
+24
| New | +$6.28K | ﹤0.01% | 418 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | -$18K | – | 480 |
|
|
2017
Q2 | $18K | Buy |
+80
| New | +$17.6K | ﹤0.01% | 307 |
|
|
2016
Q4 | – | Sell |
-4,475
| Closed | -$889K | – | 1324 |
|
|
2016
Q3 | $889K | Buy |
+4,475
| New | +$887K | 0.13% | 55 |
|
Other funds holding VOO
VGA
AA
JNBA Financial Advisors's VOO Position: Q1 2026 in Review
JNBA Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q1 2026, selling an estimated $26.3K and leaving 1,182 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #122.
JNBA Financial Advisors first reported a position in VOO in Q3 2016 and has held it in 31 quarters since. The position peaked at $889K in Q3 2016. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- JNBA Financial Advisors held 1,182 shares of Vanguard S&P 500 ETF worth $706K as of Q1 2026.
- JNBA Financial Advisors sold 42 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $26.3K.
- Vanguard S&P 500 ETF made up 0.06% of JNBA Financial Advisors's portfolio in Q1 2026, its #122 holding.
- JNBA Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 31 quarters since.
- JNBA Financial Advisors's Vanguard S&P 500 ETF position peaked at $889K in Q3 2016.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.