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Journey Beyond Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Journey Beyond Wealth’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 		$34.4M Sell
50,130
-2,297
-4% -$1.53M 26.89% 1
2026
Q1 		$31.3M Sell
52,427
-14
-0% -$8.76K 26.91% 1
2025
Q4 		$32.9M Buy
52,441
+2,899
+6% +$1.8M 26.16% 1
2025
Q3 		$30.3M Sell
49,542
-2,231
-4% -$1.32M 24.96% 1
2025
Q2 		$29.4M Buy
51,773
+2,282
+5% +$1.2M 24.8% 1
2025
Q1 		$25.4M Buy
49,491
+1,429
+3% +$772K 23.77% 1
2024
Q4 		$25.9M Buy
+48,062
New +$26M 24.34% 1

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Journey Beyond Wealth's VOO Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 4.4% in Q2 2026, selling an estimated $1.53M and leaving 50,130 shares worth $34.4M. The position accounts for 26.89% of the portfolio, ranked #1.

Journey Beyond Wealth first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,017 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Journey Beyond Wealth held 50,130 shares of Vanguard S&P 500 ETF worth $34.4M as of Q2 2026.
  • Journey Beyond Wealth sold 2,297 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.53M.
  • Vanguard S&P 500 ETF made up 26.89% of Journey Beyond Wealth's portfolio in Q2 2026, its #1 holding.
  • Journey Beyond Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,017 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.