James J. Burns & Company’s Vanguard S&P 500 ETF VOO Stock Holding History

James J. Burns & Company’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	$815K	Hold	1,187	–	–	0.09%	81
2026 Q1	$709K	Buy	1,187 +563	+90%	+$352K	0.1%	82
2025 Q4	$391K	Buy	624 +7	+1%	+$4.35K	0.05%	111
2025 Q3	$378K	Buy	617 +15	+2%	+$8.84K	0.06%	107
2025 Q2	$342K	Buy	602 +3	+0.5%	+$1.58K	0.06%	111
2025 Q1	$308K	Buy	599 +42	+8%	+$22.7K	0.06%	112
2024 Q4	$300K	Sell	557 -26	-4%	-$14.1K	0.05%	116
2024 Q3	$308K	Hold	583	–	–	0.06%	106
2024 Q2	$292K	Buy	583 +94	+19%	+$45.2K	0.06%	102
2024 Q1	$233K	Buy	+489	New	+$224K	0.08%	81

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

James J. Burns & Company's VOO Position: Q2 2026 in Review

James J. Burns & Company held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,187 shares worth $815K. The position accounts for 0.09% of the portfolio, ranked #81.

James J. Burns & Company first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

James J. Burns & Company held 1,187 shares of Vanguard S&P 500 ETF worth $815K as of Q2 2026.
James J. Burns & Company left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.09% of James J. Burns & Company's portfolio in Q2 2026, its #81 holding.
James J. Burns & Company first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.