Harmony Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Harmony Asset 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	$3.07M	Buy	4,474 +154	+4%	+$103K	0.83%	33
2026 Q1	$2.58M	Buy	4,320 +156	+4%	+$97.6K	0.79%	31
2025 Q4	$2.61M	Buy	4,164 +923	+28%	+$574K	0.88%	28
2025 Q3	$1.98M	Buy	3,241 +585	+22%	+$345K	0.68%	39
2025 Q2	$1.51M	Buy	2,656 +107	+4%	+$56.2K	0.56%	48
2025 Q1	$1.31M	Sell	2,549 -40	-2%	-$21.6K	0.55%	53
2024 Q4	$1.4M	Buy	2,589 +72	+3%	+$39K	0.55%	50
2024 Q3	$1.33M	Buy	2,517 +160	+7%	+$81.3K	0.49%	53
2024 Q2	$1.18M	Buy	2,357 +686	+41%	+$330K	0.49%	52
2024 Q1	$803K	Buy	1,671 +331	+25%	+$151K	0.33%	75
2023 Q4	$585K	Buy	+1,340	New	+$549K	0.25%	82

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

Harmony Asset Management's VOO Position: Q2 2026 in Review

Harmony Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q2 2026, buying an estimated $103K and bringing the position to 4,474 shares worth $3.07M. The position accounts for 0.83% of the portfolio, ranked #33.

Harmony Asset Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Harmony Asset Management held 4,474 shares of Vanguard S&P 500 ETF worth $3.07M as of Q2 2026.
Harmony Asset Management bought 154 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $103K.
Vanguard S&P 500 ETF made up 0.83% of Harmony Asset Management's portfolio in Q2 2026, its #33 holding.
Harmony Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.