WJ Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

WJ Financial Advisors’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	$236K	Buy	+343	New	+$229K	0.17%	115

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

WJ Financial Advisors's VOO Position: Q2 2026 in Review

WJ Financial Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 343 shares worth $236K. The stake represents 0.17% of the portfolio and ranks #115 among its holdings.

3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

WJ Financial Advisors held 343 shares of Vanguard S&P 500 ETF worth $236K as of Q2 2026.
Vanguard S&P 500 ETF was a new WJ Financial Advisors position in Q2 2026.
Vanguard S&P 500 ETF made up 0.17% of WJ Financial Advisors's portfolio in Q2 2026, its #115 holding.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.