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 Q2	$545K	Hold	793	–	–	0.11%	57
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Joseph Group Capital Management's VOO Position: Q2 2026 in Review

Joseph Group Capital Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 793 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #57.

Joseph Group Capital Management first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Joseph Group Capital Management held 793 shares of Vanguard S&P 500 ETF worth $545K as of Q2 2026.
Joseph Group Capital Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.11% of Joseph Group Capital Management's portfolio in Q2 2026, its #57 holding.
Joseph Group Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.