JPL Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

JPL Wealth 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	$2.64M	Buy	3,840 +75	+2%	+$50K	0.52%	64
2026 Q1	$2.25M	Sell	3,765 -51	-1%	-$31.9K	0.52%	64
2025 Q4	$2.39M	Sell	3,816 -978	-20%	-$608K	0.58%	68
2025 Q3	$2.94M	Sell	4,794 -18	-0.4%	-$10.6K	0.7%	59
2025 Q2	$2.73M	Sell	4,812 -164	-3%	-$86.2K	0.74%	62
2025 Q1	$2.56M	Buy	4,976 +563	+13%	+$304K	0.73%	64
2024 Q4	$2.38M	Buy	+4,413	New	+$2.39M	0.68%	64
2024 Q2	$2.81M	Buy	5,618 +2,979	+113%	+$1.43M	1.38%	26
2024 Q1	$1.27M	Buy	2,639 +1,761	+201%	+$806K	0.7%	64
2023 Q4	$384K	Buy	+878	New	+$359K	0.28%	82

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

JPL Wealth Management's VOO Position: Q2 2026 in Review

JPL Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q2 2026, buying an estimated $50K and bringing the position to 3,840 shares worth $2.64M. The position accounts for 0.52% of the portfolio, ranked #64.

JPL Wealth Management first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.94M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

JPL Wealth Management held 3,840 shares of Vanguard S&P 500 ETF worth $2.64M as of Q2 2026.
JPL Wealth Management bought 75 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $50K.
Vanguard S&P 500 ETF made up 0.52% of JPL Wealth Management's portfolio in Q2 2026, its #64 holding.
JPL Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Vanguard S&P 500 ETF position peaked at $2.94M in Q3 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.