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Juncture Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Juncture Wealth Strategies’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 		$1.23M Sell
1,792
-216
-11% -$144K 0.32% 58
2026
Q1 		$1.2M Sell
2,008
-140
-7% -$87.6K 0.4% 49
2025
Q4 		$1.35M Buy
2,148
+68
+3% +$42.3K 0.44% 39
2025
Q3 		$1.27M Sell
2,080
-13
-0.6% -$7.66K 0.43% 43
2025
Q2 		$1.19M Sell
2,093
-26
-1% -$13.7K 0.42% 43
2025
Q1 		$1.09M Sell
2,119
-101
-5% -$54.6K 0.42% 38
2024
Q4 		$1.2M Buy
2,220
+1,330
+149% +$720K 0.45% 36
2024
Q3 		$470K Buy
+890
New +$452K 0.18% 75
2023
Q1 		– Sell
-5,047
Closed -$1.77M – 122
2022
Q4 		$1.77M Sell
5,047
-2,012
-29% -$711K 0.84% 28
2022
Q3 		$2.32M Buy
7,059
+4,426
+168% +$1.62M 1.15% 28
2022
Q2 		$913K Buy
+2,633
New +$992K 0.45% 37
2022
Q1 		– Sell
-1,143
Closed -$499K – 128
2021
Q4 		$499K Buy
1,143
+258
+29% +$109K 0.24% 84
2021
Q3 		$349K Buy
+885
New +$359K 0.18% 88

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Juncture Wealth Strategies's VOO Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $144K and leaving 1,792 shares worth $1.23M. The position accounts for 0.32% of the portfolio, ranked #58.

Juncture Wealth Strategies first reported a position in VOO in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.32M in Q3 2022. 1,586 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Juncture Wealth Strategies held 1,792 shares of Vanguard S&P 500 ETF worth $1.23M as of Q2 2026.
  • Juncture Wealth Strategies sold 216 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $144K.
  • Vanguard S&P 500 ETF made up 0.32% of Juncture Wealth Strategies's portfolio in Q2 2026, its #58 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 13 quarters since.
  • Juncture Wealth Strategies's Vanguard S&P 500 ETF position peaked at $2.32M in Q3 2022.
  • 1,586 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.