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

JMN Financial’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	$4.15M	Buy	6,042 +42	+0.7%	+$28K	3.23%	4
2026 Q1	$3.59M	Buy	6,000 +751	+14%	+$470K	3.52%	4
2025 Q4	$3.29M	Buy	+5,249	New	+$3.26M	3.28%	5

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

JMN Financial's VOO Position: Q2 2026 in Review

JMN Financial increased its Vanguard S&P 500 ETF (VOO) stake by 0.7% in Q2 2026, buying an estimated $28K and bringing the position to 6,042 shares worth $4.15M. The position accounts for 3.23% of the portfolio, ranked #4.

JMN Financial first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,857 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

JMN Financial held 6,042 shares of Vanguard S&P 500 ETF worth $4.15M as of Q2 2026.
JMN Financial bought 42 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $28K.
Vanguard S&P 500 ETF made up 3.23% of JMN Financial's portfolio in Q2 2026, its #4 holding.
JMN Financial first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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