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Cosner Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Cosner Financial Group’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 		$227K Buy
+330
New +$220K 0.12% 36
2026
Q1 		– Sell
-428
Closed -$268K – 38
2025
Q4 		$268K Hold
428
– – 0.14% 35
2025
Q3 		$262K Buy
+428
New +$252K 0.14% 33

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

Cosner Financial Group's VOO Position: Q2 2026 in Review

Cosner Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 330 shares worth $227K. The stake represents 0.12% of the portfolio and ranks #36 among its holdings. This is a return to the name: Cosner Financial Group previously reported a position in VOO as recently as Q4 2025.

Cosner Financial Group first reported a position in VOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $268K in Q4 2025. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cosner Financial Group held 330 shares of Vanguard S&P 500 ETF worth $227K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Cosner Financial Group position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.12% of Cosner Financial Group's portfolio in Q2 2026, its #36 holding.
  • Cosner Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Cosner Financial Group's Vanguard S&P 500 ETF position peaked at $268K in Q4 2025.
  • 4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.