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

Montgomery Financial Services’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	$2.43M	Buy	+3,539	New	+$2.36M	2.11%	10

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

Montgomery Financial Services's VOO Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 3,539 shares worth $2.43M. The stake represents 2.11% of the portfolio and ranks #10 among its holdings.

3,857 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Montgomery Financial Services held 3,539 shares of Vanguard S&P 500 ETF worth $2.43M as of Q2 2026.
Vanguard S&P 500 ETF was a new Montgomery Financial Services position in Q2 2026.
Vanguard S&P 500 ETF made up 2.11% of Montgomery Financial Services's portfolio in Q2 2026, its #10 holding.
3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.