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

Montis 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 		$251K Sell
365
-13
-3% -$8.67K 0.05% 137
2026
Q1 		$226K Sell
378
-64
-14% -$40K 0.05% 144
2025
Q4 		$277K Sell
442
-5
-1% -$3.11K 0.05% 131
2025
Q3 		$274K Sell
447
-1,150
-72% -$678K 0.06% 134
2025
Q2 		$907K Sell
1,597
-273
-15% -$143K 0.25% 55
2025
Q1 		$961K Buy
1,870
+710
+61% +$384K 0.28% 52
2024
Q4 		$625K Hold
1,160
– – 0.19% 70
2024
Q3 		$612K Sell
1,160
-72
-6% -$36.6K 0.22% 52
2024
Q2 		$616K Hold
1,232
– – 0.28% 40
2024
Q1 		$592K Sell
1,232
-1
-0.1% -$458 0.28% 40
2023
Q4 		$539K Buy
1,233
+190
+18% +$77.8K 0.32% 38
2023
Q3 		$410K Sell
1,043
-190
-15% -$77.7K 0.27% 36
2023
Q2 		$502K Hold
1,233
– – 0.33% 31
2023
Q1 		$464K Sell
1,233
-124
-9% -$45.5K 0.36% 30
2022
Q4 		$477K Buy
1,357
+28
+2% +$9.89K 0.4% 32
2022
Q3 		$436K Sell
1,329
-12
-0.9% -$4.38K 0.42% 34
2022
Q2 		$465K Buy
1,341
+147
+12% +$55.4K 0.44% 33
2022
Q1 		$496K Sell
1,194
-10
-0.8% -$4.09K 0.39% 33
2021
Q4 		$526K Hold
1,204
– – 0.38% 36
2021
Q3 		$475K Hold
1,204
– – 0.4% 31
2021
Q2 		$474K Sell
1,204
-50
-4% -$19.2K 0.39% 34
2021
Q1 		$462K Sell
1,254
-307
-20% -$109K 0.43% 32
2020
Q4 		$537K Buy
+1,561
New +$509K 0.54% 30

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Montis Financial's VOO Position: Q2 2026 in Review

Montis Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q2 2026, selling an estimated $8.67K and leaving 365 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #137.

Montis Financial first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $961K in Q1 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Montis Financial held 365 shares of Vanguard S&P 500 ETF worth $251K as of Q2 2026.
  • Montis Financial sold 13 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.67K.
  • Vanguard S&P 500 ETF made up 0.05% of Montis Financial's portfolio in Q2 2026, its #137 holding.
  • Montis Financial first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Montis Financial's Vanguard S&P 500 ETF position peaked at $961K in Q1 2025.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.