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Joseph P. Lucia & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Joseph P. Lucia & 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 		$4.42M Buy
6,440
+1,781
+38% +$1.19M 1.33% 22
2026
Q1 		$2.78M Buy
4,659
+1,202
+35% +$752K 1% 27
2025
Q4 		$2.17M Buy
3,457
+2,002
+138% +$1.24M 0.78% 37
2025
Q3 		$891K Buy
1,455
+389
+36% +$229K 0.34% 73
2025
Q2 		$606K Buy
1,066
+184
+21% +$96.7K 0.25% 83
2025
Q1 		$453K Hold
882
– – 0.21% 87
2024
Q4 		$475K Sell
882
-4
-0.5% -$2.17K 0.21% 87
2024
Q3 		$468K Hold
886
– – 0.22% 86
2024
Q2 		$443K Buy
886
+48
+6% +$23.1K 0.23% 78
2024
Q1 		$403K Buy
838
+121
+17% +$55.4K 0.22% 84
2023
Q4 		$313K Buy
+717
New +$294K 0.19% 92
2022
Q3 		– Sell
-477
Closed -$165K – 430
2022
Q2 		$165K Hold
477
– – 0.12% 111
2022
Q1 		$198K Hold
477
– – 0.12% 119
2021
Q4 		$208K Buy
477
+55
+13% +$23.2K 0.13% 122
2021
Q3 		$166K Sell
422
-15
-3% -$6.09K 0.1% 134
2021
Q2 		$172K Hold
437
– – 0.1% 133
2021
Q1 		$159K Hold
437
– – 0.07% 126
2020
Q4 		$150K Buy
+437
New +$142K 0.1% 127
2020
Q3 		– Sell
-120
Closed -$34K – 439
2020
Q2 		$34K Buy
+120
New +$32.3K 0.03% 199

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

Joseph P. Lucia & Associates's VOO Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 38% in Q2 2026, buying an estimated $1.19M and bringing the position to 6,440 shares worth $4.42M. The position accounts for 1.33% of the portfolio, ranked #22.

Joseph P. Lucia & Associates first reported a position in VOO in Q2 2020 and has held it in 19 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Joseph P. Lucia & Associates held 6,440 shares of Vanguard S&P 500 ETF worth $4.42M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 1,781 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.19M.
  • Vanguard S&P 500 ETF made up 1.33% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #22 holding.
  • Joseph P. Lucia & Associates first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 19 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.