JA
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
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

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JVL Associates's VOO Position: Q2 2026 in Review

JVL Associates increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, buying an estimated $2.61M and bringing the position to 34,877 shares worth $24M. The position accounts for 6.8% of the portfolio, ranked #3.

JVL Associates first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • JVL Associates held 34,877 shares of Vanguard S&P 500 ETF worth $24M as of Q2 2026.
  • JVL Associates bought 3,917 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.61M.
  • Vanguard S&P 500 ETF made up 6.8% of JVL Associates's portfolio in Q2 2026, its #3 holding.
  • JVL Associates first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.