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

JPL Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.34K Buy
+36
New +$7.54K ﹤0.01% 597
2025
Q4 		– Sell
-36
Closed -$7.18K – 1099
2025
Q3 		$7.18K Buy
+36
New +$6.99K ﹤0.01% 593

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JPL Wealth Management's VOOV Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q1 2026: 36 shares worth $7.34K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in VOOV as recently as Q3 2025.

JPL Wealth Management first reported a position in VOOV in Q3 2025 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • JPL Wealth Management held 36 shares of Vanguard S&P 500 Value ETF worth $7.34K as of Q1 2026.
  • Vanguard S&P 500 Value ETF was a new JPL Wealth Management position in Q1 2026.
  • Vanguard S&P 500 Value ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #597 holding.
  • JPL Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.