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

Jupiter 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	$1.54M	Hold	2,241	–	–	0.62%	33
2026 Q1	$1.53M	Sell	2,241 -1,250	-36%	-$782K	0.6%	34
2025 Q4	$2.19M	Buy	3,491 +429	+14%	+$267K	0.97%	26
2025 Q3	$1.88M	Buy	3,062 +750	+32%	+$442K	0.89%	28
2025 Q2	$1.37M	Hold	2,312	–	–	0.69%	32
2025 Q1	$1.26M	Hold	2,312	–	–	0.77%	30
2024 Q4	$1.25M	Sell	2,312 -1,247	-35%	-$675K	0.62%	36
2024 Q3	$1.88M	Buy	+3,559	New	+$1.81M	0.96%	32

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

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

Jupiter Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 2,241 shares worth $1.54M. The position accounts for 0.62% of the portfolio, ranked #33.

Jupiter Wealth Management first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q4 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Jupiter Wealth Management held 2,241 shares of Vanguard S&P 500 ETF worth $1.54M as of Q2 2026.
Jupiter Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.62% of Jupiter Wealth Management's portfolio in Q2 2026, its #33 holding.
Jupiter Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Jupiter Wealth Management's Vanguard S&P 500 ETF position peaked at $2.19M in Q4 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.