Phillip James Consulting
VOO icon

Phillip James Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Phillip James Consulting’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 		$934K Sell
1,332
-4,327
-76% -$3.02M 0.63% 33
2026
Q2 		$2.37M Buy
+5,659
New +$3.77M 1.58% 19

Other funds holding VOO

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Phillip James Consulting's VOO Position: Q3 2026 in Review

Phillip James Consulting reduced its Vanguard S&P 500 ETF (VOO) stake by 76% in Q3 2026, selling an estimated $3.02M and leaving 1,332 shares worth $934K. The position accounts for 0.63% of the portfolio, ranked #33.

Phillip James Consulting first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.37M in Q2 2026. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Phillip James Consulting held 1,332 shares of Vanguard S&P 500 ETF worth $934K as of Q3 2026.
  • Phillip James Consulting sold 4,327 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.02M.
  • Vanguard S&P 500 ETF made up 0.63% of Phillip James Consulting's portfolio in Q3 2026, its #33 holding.
  • Phillip James Consulting first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • Phillip James Consulting's Vanguard S&P 500 ETF position peaked at $2.37M in Q2 2026.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.