Jvl Associates Llc Portfolio Shifts in Q2 2026

As reported for the period ending June 30, 2026, Jvl Associates Llc demonstrated active buying in several Vanguard funds while showing slight reductions or exits from others.

The most significant change was a massive increase of over 159,800 shares (representing a staggering +301.72%) in the Vanguard S&P 500 ETF (VO). This substantial purchase suggests strong confidence in broad market exposure and low-cost indexing strategies, adding approximately $4.86 million to this position's portfolio allocation.

Alongside the large institutional move into Vanguard products, Jvl Associates also noted significant buying activity in several individual Technology stocks during Q2 2026. Notably, they purchased shares of Intel Corporation (INTC) and NVIDIA Corporation (NVDA). The Intel position saw a 100% increase, while the NVIDIA stake increased by +17.42%, indicating selective interest in specific tech leaders.

Furthermore, the investor showed buying activity in Stryker Corporation (SYK), increasing its stake by +176.14%, and also added to smaller Technology positions like Advanced Micro Devices Inc. (AMD). These individual stock purchases, alongside the ETF movements, suggest a strategy blending broad market exposure with targeted growth or value bets.

In contrast to these buys, Jvl Associates slightly reduced their position in several major index funds during Q2 2026. They sold shares from iShares Core S&P 500 ETF (ITOT) (-1.76%), decreased their stake in the Vanguard S&P 500 ETF Trust (VOO) (-12.65%), and sold from iShares Core S&P Mid-Cap 400 ETF (IJH) (-0.94%) and the iShares Core S&P Small Cap Index Fund (IJR) (-1.4%).

The investor also exited their position in Procter & Gamble Co. (PG), completely selling out this Consumer Defensive holding, and sold shares from the small Healthcare ETF fund ISHARES TR (IJR). No sales were reported for other individual stocks like Cisco Systems Inc. (CSCO) or Fortinet Inc. (FTNT), despite the latter showing a large increase in shares (+100%) and value.

Jvl Associates Llc's portfolio changes for Q2 2026 reflect a focus on broad index funds, particularly Vanguard offerings, while also incorporating targeted individual stock positions within specific sectors like Technology. The data shows no evidence of significant selling activity during this quarter.