PJWM
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Philip James Wealth Mangement’s Vanguard S&P 500 ETF VOO Stock Holding History

Philip James Wealth Mangement’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 		$562K Hold
940
– – 0.06% 106
2025
Q4 		$590K Hold
940
– – 0.07% 109
2025
Q3 		$576K Buy
940
+169
+22% +$99.6K 0.07% 109
2025
Q2 		$438K Hold
771
– – 0.06% 116
2025
Q1 		$396K Hold
771
– – 0.05% 114
2024
Q4 		$415K Buy
+771
New +$418K 0.05% 116

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Philip James Wealth Mangement's VOO Position: Q1 2026 in Review

Philip James Wealth Mangement held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 940 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #106.

Philip James Wealth Mangement first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Philip James Wealth Mangement held 940 shares of Vanguard S&P 500 ETF worth $562K as of Q1 2026.
  • Philip James Wealth Mangement left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.06% of Philip James Wealth Mangement's portfolio in Q1 2026, its #106 holding.
  • Philip James Wealth Mangement first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Philip James Wealth Mangement's Vanguard S&P 500 ETF position peaked at $590K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.