JSW
VOO icon

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

Journey Strategic 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
Q1 		$39.5M Buy
66,071
+27,076
+69% +$16.9M 0.98% 6
2025
Q4 		$24.5M Buy
38,995
+669
+2% +$416K 0.64% 12
2025
Q3 		$23.5M Buy
38,326
+10,915
+40% +$6.43M 0.66% 14
2025
Q2 		$15.6M Buy
27,411
+13,714
+100% +$7.21M 0.51% 17
2025
Q1 		$7.04M Buy
13,697
+1,480
+12% +$800K 0.25% 31
2024
Q4 		$6.58M Sell
12,217
-356
-3% -$193K 0.25% 29
2024
Q3 		$6.63M Buy
12,573
+1,676
+15% +$852K 0.24% 26
2024
Q2 		$5.45M Sell
10,897
-466
-4% -$224K 0.23% 22
2024
Q1 		$5.46M Buy
11,363
+1,131
+11% +$518K 0.24% 20
2023
Q4 		$4.47M Buy
10,232
+33
+0.3% +$13.5K 0.21% 21
2023
Q3 		$4.01M Sell
10,199
-3,241
-24% -$1.33M 0.19% 21
2023
Q2 		$5.47M Sell
13,440
-1,109
-8% -$428K 0.25% 19
2023
Q1 		$5.47M Buy
14,549
+243
+2% +$89.1K 0.58% 17
2022
Q4 		$5.03M Buy
14,306
+9,666
+208% +$3.41M 0.59% 15
2022
Q3 		$1.52M Buy
4,640
+3,749
+421% +$1.37M 0.21% 30
2022
Q2 		$309K Sell
891
-3,662
-80% -$1.38M 0.04% 79
2022
Q1 		$1.16M Buy
+4,553
New +$1.86M 0.13% 24

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Journey Strategic Wealth's VOO Position: Q1 2026 in Review

Journey Strategic Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 69% in Q1 2026, buying an estimated $16.9M and bringing the position to 66,071 shares worth $39.5M. The position accounts for 0.98% of the portfolio, ranked #6.

Journey Strategic Wealth first reported a position in VOO in Q1 2022 and has held it in 17 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Journey Strategic Wealth held 66,071 shares of Vanguard S&P 500 ETF worth $39.5M as of Q1 2026.
  • Journey Strategic Wealth bought 27,076 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $16.9M.
  • Vanguard S&P 500 ETF made up 0.98% of Journey Strategic Wealth's portfolio in Q1 2026, its #6 holding.
  • Journey Strategic Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.