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

MMA 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	$600K	Buy	873 +51	+6%	+$34K	0.19%	100
2026 Q1	$491K	Sell	822 -21	-2%	-$13.1K	0.17%	109
2025 Q4	$529K	Sell	843 -272	-24%	-$169K	0.19%	99
2025 Q3	$683K	Buy	1,115 +139	+14%	+$81.9K	0.23%	82
2025 Q2	$555K	Buy	976 +69	+8%	+$36.3K	0.21%	87
2025 Q1	$466K	Buy	907 +221	+32%	+$119K	0.2%	79
2024 Q4	$370K	Sell	686 -555	-45%	-$301K	0.16%	91
2024 Q3	$568K	Buy	1,241 +525	+73%	+$267K	0.15%	90
2024 Q2	$358K	Buy	716 +27	+4%	+$13K	0.17%	85
2024 Q1	$328K	Sell	689 -22	-3%	-$10.1K	0.15%	94
2023 Q4	$311K	Sell	711 -36	-5%	-$14.7K	0.16%	88
2023 Q3	$293K	Buy	747 +1	+0.1%	+$409	0.17%	89
2023 Q2	$304K	Buy	746 +104	+16%	+$40.1K	0.18%	87
2023 Q1	$241K	Buy	642 +11	+2%	+$4.03K	0.17%	88
2022 Q4	$222K	Buy	631 +2	+0.3%	+$707	0.18%	95
2022 Q3	$207K	Buy	629 +16	+3%	+$5.84K	0.18%	87
2022 Q2	$213K	Hold	613	–	–	0.18%	86
2022 Q1	$225K	Buy	613 +65	+12%	+$26.6K	0.18%	93
2021 Q4	$239K	Sell	548 -9	-2%	-$3.8K	0.17%	86
2021 Q3	$220K	Buy	557 +34	+7%	+$13.8K	0.17%	83
2021 Q2	$206K	Buy	+523	New	+$201K	0.16%	96
2021 Q1	–	Sell	-1,647	Closed	-$566K	–	96
2020 Q4	$566K	Buy	+1,647	New	+$537K	0.55%	37

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

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

MMA Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q2 2026, buying an estimated $34K and bringing the position to 873 shares worth $600K. The position accounts for 0.19% of the portfolio, ranked #100.

MMA Asset Management first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $683K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MMA Asset Management held 873 shares of Vanguard S&P 500 ETF worth $600K as of Q2 2026.
MMA Asset Management bought 51 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $34K.
Vanguard S&P 500 ETF made up 0.19% of MMA Asset Management's portfolio in Q2 2026, its #100 holding.
MMA Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
MMA Asset Management's Vanguard S&P 500 ETF position peaked at $683K in Q3 2025.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.