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

Williams Jones 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 		$34.8M Sell
50,682
-828
-2% -$552K 0.39% 53
2026
Q1 		$30.8M Sell
51,510
-2,189
-4% -$1.37M 0.38% 54
2025
Q4 		$33.7M Buy
53,699
+1,667
+3% +$1.04M 0.38% 58
2025
Q3 		$31.9M Buy
52,032
+8,681
+20% +$5.12M 0.36% 56
2025
Q2 		$24.6M Buy
43,351
+371
+0.9% +$195K 0.29% 59
2025
Q1 		$22.1M Sell
42,980
-134
-0.3% -$72.4K 0.28% 64
2024
Q4 		$23.2M Sell
43,114
-7,319
-15% -$3.96M 0.28% 61
2024
Q3 		$26.6M Buy
50,433
+740
+1% +$376K 0.31% 62
2024
Q2 		$24.9M Sell
49,693
-2,150
-4% -$1.03M 0.31% 61
2024
Q1 		$24.9M Sell
51,843
-1,380
-3% -$632K 0.32% 64
2023
Q4 		$23.2M Buy
53,223
+4,781
+10% +$1.96M 0.33% 63
2023
Q3 		$19M Buy
48,442
+409
+0.9% +$167K 0.29% 66
2023
Q2 		$19.6M Buy
48,033
+378
+0.8% +$146K 0.29% 68
2023
Q1 		$17.9M Buy
47,655
+908
+2% +$333K 0.28% 70
2022
Q4 		$16.4M Sell
46,747
-40
-0.1% -$14.1K 0.28% 73
2022
Q3 		$15.4M Buy
46,787
+170
+0.4% +$62.1K 0.27% 72
2022
Q2 		$16.2M Buy
46,617
+707
+2% +$266K 0.26% 74
2022
Q1 		$19.1M Buy
45,910
+454
+1% +$186K 0.27% 69
2021
Q4 		$19.8M Buy
45,456
+1,397
+3% +$590K 0.25% 73
2021
Q3 		$17.4M Sell
44,059
-2,955
-6% -$1.2M 0.24% 76
2021
Q2 		$18.5M Sell
47,014
-590
-1% -$226K 0.26% 72
2021
Q1 		$17.3M Buy
47,604
+7,611
+19% +$2.7M 0.27% 71
2020
Q4 		$13.7M Sell
39,993
-298
-0.7% -$97.1K 0.22% 77
2020
Q3 		$12.4M Sell
40,291
-2,135
-5% -$650K 0.23% 75
2020
Q2 		$12M Sell
42,426
-7,968
-16% -$2.14M 0.25% 72
2020
Q1 		$11.9M Buy
50,394
+3,660
+8% +$1.03M 0.31% 61
2019
Q4 		$13.8M Buy
46,734
+1,283
+3% +$363K 0.26% 73
2019
Q3 		$12.4M Buy
+45,451
New +$12.3M 0.25% 76

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Williams Jones Wealth Management's VOO Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, selling an estimated $552K and leaving 50,682 shares worth $34.8M. The position accounts for 0.39% of the portfolio, ranked #53.

Williams Jones Wealth Management first reported a position in VOO in Q3 2019 and has held it in 28 quarters since. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Williams Jones Wealth Management held 50,682 shares of Vanguard S&P 500 ETF worth $34.8M as of Q2 2026.
  • Williams Jones Wealth Management sold 828 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $552K.
  • Vanguard S&P 500 ETF made up 0.39% of Williams Jones Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Williams Jones Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
  • 4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.