Joseph Group Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Joseph Group Capital 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 Q1	$474K	Buy	793 +38	+5%	+$23.8K	0.12%	54
2025 Q4	$473K	Buy	755 +516	+216%	+$321K	0.12%	54
2025 Q3	$146K	Sell	239 -66	-22%	-$38.9K	0.04%	63
2025 Q2	$173K	Buy	305 +80	+36%	+$42K	0.06%	59
2025 Q1	$115K	Buy	225 +3	+1%	+$1.62K	0.04%	59
2024 Q4	$120K	Buy	222 +3	+1%	+$1.63K	0.05%	59
2024 Q3	$116K	Buy	219 +53	+32%	+$26.9K	0.04%	58
2024 Q2	$83K	Hold	166	–	–	0.04%	54
2024 Q1	$79.8K	Buy	166 +2	+1%	+$915	0.04%	59
2023 Q4	$71.6K	Hold	164	–	–	0.04%	62
2023 Q3	$64.4K	Hold	164	–	–	0.05%	58
2023 Q2	$66.8K	Sell	164 -15	-8%	-$5.79K	0.06%	59
2023 Q1	$67.3K	Sell	179 -382	-68%	-$140K	0.06%	62
2022 Q4	$197K	Buy	561 +549	+4,575%	+$194K	0.19%	53
2022 Q3	$4K	Hold	12	–	–	﹤0.01%	78
2022 Q2	$4K	Hold	12	–	–	﹤0.01%	68
2022 Q1	$5K	Buy	+12	New	+$4.91K	0.01%	67

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Joseph Group Capital Management's VOO Position: Q1 2026 in Review

Joseph Group Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q1 2026, buying an estimated $23.8K and bringing the position to 793 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #54.

Joseph Group Capital Management first reported a position in VOO in Q1 2022 and has held it in 17 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Joseph Group Capital Management held 793 shares of Vanguard S&P 500 ETF worth $474K as of Q1 2026.
Joseph Group Capital Management bought 38 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $23.8K.
Vanguard S&P 500 ETF made up 0.12% of Joseph Group Capital Management's portfolio in Q1 2026, its #54 holding.
Joseph Group Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.