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John A. Wolfe & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

John A. Wolfe & 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 		$208K Hold
303
– – 0.29% 28
2026
Q1 		$181K Sell
303
-78
-20% -$48.8K 0.28% 31
2025
Q4 		$239K Buy
+381
New +$237K 0.13% 31

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

John A. Wolfe & Associates's VOO Position: Q2 2026 in Review

John A. Wolfe & Associates held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 303 shares worth $208K. The position accounts for 0.29% of the portfolio, ranked #28.

John A. Wolfe & Associates first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • John A. Wolfe & Associates held 303 shares of Vanguard S&P 500 ETF worth $208K as of Q2 2026.
  • John A. Wolfe & Associates left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.29% of John A. Wolfe & Associates's portfolio in Q2 2026, its #28 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • John A. Wolfe & Associates's Vanguard S&P 500 ETF position peaked at $239K in Q4 2025.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.