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

LJI 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	$2.68M	Sell	3,903 -261	-6%	-$174K	0.38%	26
2026 Q1	$2.49M	Buy	4,164 +772	+23%	+$483K	0.4%	25
2025 Q4	$2.13M	Buy	3,392 +502	+17%	+$312K	0.32%	37
2025 Q3	$1.77M	Sell	2,890 -514	-15%	-$303K	0.31%	30
2025 Q2	$1.93M	Buy	3,404 +252	+8%	+$132K	0.34%	35
2025 Q1	$1.62M	Buy	3,152 +76	+2%	+$41.1K	0.32%	39
2024 Q4	$1.66M	Buy	3,076 +502	+20%	+$272K	0.33%	35
2024 Q3	$1.36M	Buy	2,574 +24	+0.9%	+$12.2K	0.28%	42
2024 Q2	$1.28M	Sell	2,550 -121	-5%	-$58.2K	0.28%	42
2024 Q1	$1.28M	Buy	2,671 +8	+0.3%	+$3.66K	0.33%	34
2023 Q4	$1.16M	Sell	2,663 -135	-5%	-$55.3K	0.3%	42
2023 Q3	$1.1M	Buy	2,798 +145	+5%	+$59.3K	0.32%	41
2023 Q2	$1.08M	Buy	2,653 +96	+4%	+$37K	0.31%	39
2023 Q1	$962K	Buy	2,557 +208	+9%	+$76.3K	0.3%	37
2022 Q4	$825K	Buy	+2,349	New	+$830K	0.29%	40

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

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

LJI Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q2 2026, selling an estimated $174K and leaving 3,903 shares worth $2.68M. The position accounts for 0.38% of the portfolio, ranked #26.

LJI Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

LJI Wealth Management held 3,903 shares of Vanguard S&P 500 ETF worth $2.68M as of Q2 2026.
LJI Wealth Management sold 261 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $174K.
Vanguard S&P 500 ETF made up 0.38% of LJI Wealth Management's portfolio in Q2 2026, its #26 holding.
LJI Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.