JF
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Joule Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Joule Financial’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 		$341K Hold
497
– – 0.09% 85
2026
Q1 		$297K Hold
497
– – 0.09% 90
2025
Q4 		$312K Sell
497
-9
-2% -$5.59K 0.09% 80
2025
Q3 		$311K Hold
506
– – 0.09% 86
2025
Q2 		$288K Buy
506
+8
+2% +$4.2K 0.09% 88
2025
Q1 		$256K Hold
498
– – 0.09% 90
2024
Q4 		$268K Sell
498
-7
-1% -$3.79K 0.09% 86
2024
Q3 		$267K Buy
505
+28
+6% +$14.2K 0.1% 90
2024
Q2 		$239K Buy
477
+17
+4% +$8.18K 0.1% 90
2024
Q1 		$221K Sell
460
-95
-17% -$43.5K 0.09% 99
2023
Q4 		$242K Buy
+555
New +$227K 0.11% 92

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

Joule Financial's VOO Position: Q2 2026 in Review

Joule Financial held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 497 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #85.

Joule Financial first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Joule Financial held 497 shares of Vanguard S&P 500 ETF worth $341K as of Q2 2026.
  • Joule Financial left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.09% of Joule Financial's portfolio in Q2 2026, its #85 holding.
  • Joule Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.