Johnson Financial Group LLC (Colorado)’s Vanguard S&P 500 ETF VOO Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$2.07M	Buy	3,014 +454	+18%	+$303K	0.11%	49
2026 Q1	$1.53M	Sell	2,560 -11	-0.4%	-$6.88K	0.1%	44
2025 Q4	$1.61M	Buy	2,571 +865	+51%	+$538K	0.1%	43
2025 Q3	$1.04M	Sell	1,706 -5,866	-77%	-$3.46M	0.1%	31
2025 Q2	$4.3M	Buy	7,572 +1,100	+17%	+$578K	0.41%	14
2025 Q1	$3.33M	Buy	+6,472	New	+$3.5M	0.35%	16
2024 Q4	–	Sell	-523	Closed	-$276K	–	51
2024 Q3	$276K	Buy	+523	New	+$266K	0.03%	42
2022 Q2	–	Sell	-6,201	Closed	-$2.57M	–	60
2022 Q1	$2.57M	Hold	6,201	–	–	0.43%	15
2021 Q4	$2.71M	Hold	6,201	–	–	0.44%	14
2021 Q3	$2.44M	Hold	6,201	–	–	0.48%	15
2021 Q2	$2.44M	Hold	6,201	–	–	0.47%	14
2021 Q1	$2.26M	Buy	+6,201	New	+$2.2M	0.53%	14

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

Johnson Financial Group LLC (Colorado)'s VOO Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, buying an estimated $303K and bringing the position to 3,014 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #49.

Johnson Financial Group LLC (Colorado) first reported a position in VOO in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.3M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 3,014 shares of Vanguard S&P 500 ETF worth $2.07M as of Q2 2026.
Johnson Financial Group LLC (Colorado) bought 454 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $303K.
Vanguard S&P 500 ETF made up 0.11% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #49 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 12 quarters since.
Johnson Financial Group LLC (Colorado)'s Vanguard S&P 500 ETF position peaked at $4.3M in Q2 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.