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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Jupiter Wealth Management's VOO Position: Q1 2026 in Review

Jupiter Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 36% in Q1 2026, selling an estimated $782K and leaving 2,241 shares worth $1.53M. The position accounts for 0.6% of the portfolio, ranked #34.

Jupiter Wealth Management first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Jupiter Wealth Management held 2,241 shares of Vanguard S&P 500 ETF worth $1.53M as of Q1 2026.
Jupiter Wealth Management sold 1,250 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $782K.
Vanguard S&P 500 ETF made up 0.6% of Jupiter Wealth Management's portfolio in Q1 2026, its #34 holding.
Jupiter Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Jupiter Wealth Management's Vanguard S&P 500 ETF position peaked at $2.19M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.