Willis Johnson & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Willis Johnson & Associates’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	$573K	Sell	835 -2,053	-71%	-$1.37M	0.03%	78
2026 Q1	$1.73M	Buy	2,888 +128	+5%	+$80.1K	0.1%	56
2025 Q4	$1.73M	Sell	2,760 -102	-4%	-$63.4K	0.11%	56
2025 Q3	$1.75M	Sell	2,862 -19	-0.7%	-$11.2K	0.11%	55
2025 Q2	$1.64M	Sell	2,881 -53	-2%	-$27.9K	0.11%	57
2025 Q1	$1.51M	Buy	2,934 +518	+21%	+$280K	0.11%	56
2024 Q4	$1.3M	Sell	2,416 -656	-21%	-$355K	0.1%	58
2024 Q3	$1.62M	Sell	3,072 -247	-7%	-$126K	0.12%	57
2024 Q2	$1.66M	Buy	3,319 +571	+21%	+$275K	0.14%	54
2024 Q1	$1.32M	Sell	2,748 -242	-8%	-$111K	0.11%	56
2023 Q4	$1.31M	Buy	2,990 +1,444	+93%	+$591K	0.12%	58
2023 Q3	$607K	Buy	1,546 +232	+18%	+$94.9K	0.06%	71
2023 Q2	$535K	Buy	+1,314	New	+$507K	0.06%	77

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

Willis Johnson & Associates's VOO Position: Q2 2026 in Review

Willis Johnson & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 71% in Q2 2026, selling an estimated $1.37M and leaving 835 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #78.

Willis Johnson & Associates first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.75M in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Willis Johnson & Associates held 835 shares of Vanguard S&P 500 ETF worth $573K as of Q2 2026.
Willis Johnson & Associates sold 2,053 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.37M.
Vanguard S&P 500 ETF made up 0.03% of Willis Johnson & Associates's portfolio in Q2 2026, its #78 holding.
Willis Johnson & Associates first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Willis Johnson & Associates's Vanguard S&P 500 ETF position peaked at $1.75M in Q3 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.