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Montz Harcus Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Montz Harcus Wealth 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
Q3 		$247K Hold
352
– – 0.09% 88
2026
Q2 		$242K Buy
+352
New +$235K 0.09% 86

Other funds holding VOO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Montz Harcus Wealth Management's VOO Position: Q3 2026 in Review

Montz Harcus Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 352 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #88.

Montz Harcus Wealth Management first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Montz Harcus Wealth Management held 352 shares of Vanguard S&P 500 ETF worth $247K as of Q3 2026.
  • Montz Harcus Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.09% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Montz Harcus Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.