JVL Associates
VOO icon

JVL Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

JVL Associates’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
Q3 		$24.2M Sell
34,540
-337
-1% -$235K 6.97% 3
2026
Q2 		$24M Buy
34,877
+3,917
+13% +$2.61M 6.8% 3
2026
Q1 		$18.5M Buy
30,960
+29,835
+2,652% +$18.7M 6.2% 4
2025
Q4 		$706K Buy
1,125
+579
+106% +$360K 0.23% 38
2025
Q3 		$334K Buy
546
+2
+0.4% +$1.18K 0.11% 47
2025
Q2 		$309K Sell
544
-225
-29% -$118K 0.11% 48
2025
Q1 		$395K Buy
+769
New +$416K 0.16% 43

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Natixis
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

JVL Associates's VOO Position: Q3 2026 in Review

JVL Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 0.97% in Q3 2026, selling an estimated $235K and leaving 34,540 shares worth $24.2M. The position accounts for 6.97% of the portfolio, ranked #3.

JVL Associates first reported a position in VOO in Q1 2025 and has held it in 7 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • JVL Associates held 34,540 shares of Vanguard S&P 500 ETF worth $24.2M as of Q3 2026.
  • JVL Associates sold 337 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $235K.
  • Vanguard S&P 500 ETF made up 6.97% of JVL Associates's portfolio in Q3 2026, its #3 holding.
  • JVL Associates first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.