P.J. Schmidt Investment Management (PJS)’s Vanguard S&P 500 ETF VOO Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$395K	Sell	575 -83	-13%	-$55.3K	0.06%	154
2026 Q1	$393K	Sell	658 -101	-13%	-$63.2K	0.07%	148
2025 Q4	$476K	Hold	759	–	–	0.08%	129
2025 Q3	$465K	Sell	759 -92	-11%	-$54.2K	0.08%	135
2025 Q2	$483K	Hold	851	–	–	0.08%	126
2025 Q1	$437K	Sell	851 -48	-5%	-$25.9K	0.08%	119
2024 Q4	$484K	Hold	899	–	–	0.08%	112
2024 Q3	$474K	Hold	899	–	–	0.08%	118
2024 Q2	$450K	Sell	899 -64	-7%	-$30.8K	0.08%	119
2024 Q1	$463K	Buy	+963	New	+$441K	0.09%	117

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s VOO Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $55.3K and leaving 575 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #154.

P.J. Schmidt Investment Management (PJS) first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $484K in Q4 2024. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 575 shares of Vanguard S&P 500 ETF worth $395K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 83 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $55.3K.
Vanguard S&P 500 ETF made up 0.06% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #154 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
P.J. Schmidt Investment Management (PJS)'s Vanguard S&P 500 ETF position peaked at $484K in Q4 2024.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.