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

Johnson & White 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 		$221K Hold
315
– – 0.08% 111
2026
Q2 		$216K Buy
+315
New +$210K 0.08% 110
2023
Q1 		– Sell
-138,027
Closed -$2.43M – 122
2022
Q4 		$2.43M Buy
+138,027
New +$48.8M 2.45% 11

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Johnson & White Wealth Management's VOO Position: Q3 2026 in Review

Johnson & White Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 315 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #111.

Johnson & White Wealth Management first reported a position in VOO in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2022. 3,166 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Johnson & White Wealth Management held 315 shares of Vanguard S&P 500 ETF worth $221K as of Q3 2026.
  • Johnson & White Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.08% of Johnson & White Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Johnson & White Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 3 quarters since.
  • Johnson & White Wealth Management's Vanguard S&P 500 ETF position peaked at $2.43M in Q4 2022.
  • 3,166 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.