JWWM
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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
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

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Johnson & White Wealth Management's VOO Position: Q2 2026 in Review

Johnson & White Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 315 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings. This is a return to the name: Johnson & White Wealth Management previously reported a position in VOO as recently as Q4 2022.

Johnson & White Wealth Management first reported a position in VOO in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.43M in Q4 2022. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Johnson & White Wealth Management held 315 shares of Vanguard S&P 500 ETF worth $216K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Johnson & White Wealth Management position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.08% of Johnson & White Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Johnson & White Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 2 quarters since.
  • Johnson & White Wealth Management's Vanguard S&P 500 ETF position peaked at $2.43M in Q4 2022.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.