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Joel Adams & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Joel Adams & Associates’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 		$22.3M Sell
32,441
-254
-0.8% -$169K 14.31% 1
2026
Q1 		$19.5M Sell
32,695
-1,303
-4% -$815K 14.51% 1
2025
Q4 		$21.3M Buy
33,998
+1,673
+5% +$1.04M 16.03% 1
2025
Q3 		$19.8M Sell
32,325
-907
-3% -$535K 15.97% 1
2025
Q2 		$18.9M Sell
33,232
-2,260
-6% -$1.19M 16.71% 1
2025
Q1 		$18.2M Sell
35,492
-712
-2% -$385K 16.41% 1
2024
Q4 		$19.5M Buy
+36,204
New +$19.6M 17.72% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Joel Adams & Associates's VOO Position: Q2 2026 in Review

Joel Adams & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 0.78% in Q2 2026, selling an estimated $169K and leaving 32,441 shares worth $22.3M. The position accounts for 14.31% of the portfolio, ranked #1.

Joel Adams & Associates first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Joel Adams & Associates held 32,441 shares of Vanguard S&P 500 ETF worth $22.3M as of Q2 2026.
  • Joel Adams & Associates sold 254 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $169K.
  • Vanguard S&P 500 ETF made up 14.31% of Joel Adams & Associates's portfolio in Q2 2026, its #1 holding.
  • Joel Adams & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.