JTC Employer Solutions Trustee’s Vanguard S&P 500 ETF VOO Stock Holding History

JTC Employer Solutions Trustee’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	$5.53M	Hold	8,055	–	–	0.44%	27
2026 Q1	$4.81M	Hold	8,055	–	–	0.4%	25
2025 Q4	$5.05M	Hold	8,055	–	–	0.34%	28
2025 Q3	$4.93M	Hold	8,055	–	–	0.42%	29
2025 Q2	$4.58M	Sell	8,055 -782	-9%	-$411K	0.44%	26
2025 Q1	$4.54M	Hold	8,837	–	–	0.37%	26
2024 Q4	$4.78M	Hold	8,837	–	–	0.34%	28
2024 Q3	$4.66M	Hold	8,837	–	–	0.3%	27
2024 Q2	$4.42M	Hold	8,837	–	–	0.3%	26
2024 Q1	$4.25M	Sell	8,837 -775	-8%	-$355K	0.27%	29
2023 Q4	$4.21M	Hold	9,612	–	–	0.38%	30
2023 Q3	$3.77M	Hold	9,612	–	–	0.35%	26
2023 Q2	$3.92M	Buy	9,612 +2,590	+37%	+$999K	0.37%	28
2023 Q1	$2.64M	Buy	7,022 +869	+14%	+$319K	0.28%	38
2022 Q4	$2.16M	Hold	6,153	–	–	0.19%	42
2022 Q3	$2.02M	Sell	6,153 -10,515	-63%	-$3.84M	0.34%	35
2022 Q2	$5.78M	Sell	16,668 -2,950	-15%	-$1.11M	0.76%	14
2022 Q1	$8.14M	Hold	19,618	–	–	0.9%	15
2021 Q4	$8.57M	Hold	19,618	–	–	1.06%	17
2021 Q3	$7.74M	Buy	19,618 +3,355	+21%	+$1.36M	1.04%	16
2021 Q2	$6.4M	Buy	+16,263	New	+$6.24M	0.94%	12

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

JTC Employer Solutions Trustee's VOO Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 8,055 shares worth $5.53M. The position accounts for 0.44% of the portfolio, ranked #27.

JTC Employer Solutions Trustee first reported a position in VOO in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.57M in Q4 2021. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

JTC Employer Solutions Trustee held 8,055 shares of Vanguard S&P 500 ETF worth $5.53M as of Q2 2026.
JTC Employer Solutions Trustee left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.44% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #27 holding.
JTC Employer Solutions Trustee first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
JTC Employer Solutions Trustee's Vanguard S&P 500 ETF position peaked at $8.57M in Q4 2021.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.